Compare · 2 funds side by side · dividends reinvested

QQQE and RSPG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,590RSPG · best of the two

02 / 04

QQQE and RSPG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion NASDAQ-100 Equal Weighted Index ETFUS Stock Styles · Equal weight0.35%0.61%+13.9%+12.5%+18.9%+7.4%−9.4%16.5%$1.4B1.5

Invesco S&P 500 Equal Weight Energy ETFUS Stock Styles · Equal weight0.40%1.79%+47.1%+51.6%+18.4%+20.7%−13.7%23.1%$655M1.5

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: QQQE 2012 · RSPG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Direxion NASDAQ-100 Equal Weighted Index ETF · $1.4B$14,311

QQQE

RSPG

Invesco S&P 500 Equal Weight Energy ETF · $655M$25,590

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

QQQEMeasureRSPG

+13.9%Year to dateJan 1 → Nov 3+47.1%

+12.5%1 yearTotal return+51.6%

+18.9%3 years · per year$10,000 became $16,819 · $16,591+18.4%

+7.4%5 years · per year$10,000 became $14,311 · $25,590+20.7%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

0.61%Trailing 12-mo yield$61 · $179 a year on $10k1.79%

−9.4%Worst dropSmaller is better−13.7%

16.5%VolatilityLower is calmer23.1%

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

4–4Level

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

More Ways to See the Pairs

QQQE vs RSPG: Top 5 Holdings

Today

QQQE

6.4%in top 5

RSPG

in top 524.8%

QQQEStockRSPG

not top 5XOM5.0%

not top 5APA5.0%

not top 5MPC4.9%

not top 5COP4.9%

not top 5EOG4.9%

1.3%MRNAnot top 5

1.3%MARnot top 5

1.3%WMTnot top 5

1.3%IDXXnot top 5

1.3%REGNnot top 5

Held in common1.9%

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

QQQE vs RSPG Returns, Every Period

DirexionQQQE

+7.4%

5 years, per year

RSPGInvesco

+20.7%

5 years, per year

QQQERSPGFaded: behind in that period

1–3RSPG wins

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

QQQE vs RSPG

YTD

DirexionQQQE

+13.9%

RSPGInvesco

+47.1%

+13.9%Year to date+47.1%

−9.4%Worst drop · 1Y−13.7%

16.5%Volatility · 1Y23.1%

0.6%Yield1.8%

$1.4BAssets$655M

2–2level

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

Cost, Income and Risk

Fees: QQQE, RSPG

Today

0.35%lowest, QQQE

FundExpense ratioFee$10k

QQQE0.35%$35

RSPG0.40%$40

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

Yields: QQQE, RSPG

1.79%highest, RSPG

FundTrailing yieldYield$10k

RSPG1.79%$179

QQQE0.61%$61

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

Income After Fees on $10,000

$139most kept, RSPG

RSPG$179 − $40 = $139

QQQE$61 − $35 = $26

KeptFee

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

Overlap: QQQE, RSPG

Today

1.9%most shared, QQQE and RSPG

QQQERSPG

QQQE—1.9%

RSPG1.9%—

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

Return vs Bumpiness: 2 ETFs

+51.6%RSPG, at 23.1% volatility

QQQEWorst drop−9.4%16.5% vol

RSPGWorst drop−13.7%23.1% vol

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

Paid More vs Made More

YTD

RSPGQQQE

+47.1%Year to date+13.9%

1.8%Yield0.6%

+51.6%Past year+12.5%

0.40%Fee0.35%

3–1RSPG wins

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