Compare · 2 funds side by side · dividends reinvested

IVE and RSPE

IVEiShares×RSPEInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,052IVE · best of the two

02 / 04

IVE and RSPE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.51%+13.7%+16.0%+19.4%+11.3%−6.2%9.5%$50.6B1.4

Invesco ESG S&P 500 Equal Weight ETFLow-Cost Core · S&P 5000.20%1.39%+19.2%+23.3%+21.7%[…]−8.9%12.4%$76M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IVE 2000 · RSPE 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,052

IVE

RSPE

Invesco ESG S&P 500 Equal Weight ETF · $76M[…]

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

IVEMeasureRSPE

+13.7%Year to dateJan 1 → Nov 3+19.2%

+16.0%1 yearTotal return+23.3%

+19.4%3 years · per year$10,000 became $17,033 · $18,017+21.7%

+11.3%5 years · per year$10,000 became $17,052 · […][…]

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

1.51%Trailing 12-mo yield$151 · $139 a year on $10k1.39%

−6.2%Worst dropSmaller is better−8.9%

9.5%VolatilityLower is calmer12.4%

IVERSPE Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3IVE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVE vs RSPE: Top 5 Holdings

Today

IVE

17.7%in top 5

RSPE

in top 54.1%

IVEStockRSPE

8.2%AAPLnot top 5

3.6%AMZNnot top 5

2.5%XOMnot top 5

1.8%WMTnot top 5

1.5%CVXnot top 5

not top 5KMB1.1%

not top 5MRNA0.9%

not top 5ACN0.8%

not top 5HAS0.7%

not top 5CCL0.7%

Held in common29.9%

End-of-day Nov 3, 2026 · share of each fund

IVE vs RSPE Returns, Every Period

iSharesIVE

+16.0%

past year

RSPEInvesco

+23.3%

past year

IVERSPEFaded: behind in that period

0–3RSPE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IVE vs RSPE

YTD

iSharesIVE

+13.7%

RSPEInvesco

+19.2%

+13.7%Year to date+19.2%

−6.2%Worst drop · 1Y−8.9%

9.5%Volatility · 1Y12.4%

1.5%Yield1.4%

$50.6BAssets$75.6M

3–1IVE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVE, RSPE

Today

0.18%lowest, IVE

FundExpense ratioFee$10k

IVE0.18%$18

RSPE0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVE, RSPE

1.51%highest, IVE

FundTrailing yieldYield$10k

IVE1.51%$151

RSPE1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$133most kept, IVE

IVE$151 − $18 = $133

RSPE$139 − $20 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVE, RSPE

Today

29.9%most shared, IVE and RSPE

IVERSPE

IVE—29.9%

RSPE29.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.3%RSPE, at 12.4% volatility

IVEWorst drop−6.2%9.5% vol

RSPEWorst drop−8.9%12.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVERSPE

+13.7%Year to date+19.2%

1.5%Yield1.4%

+16.0%Past year+23.3%

0.18%Fee0.20%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026