Compare · 2 funds side by side · dividends reinvested

ROE and EQWL

ROEAstoria×EQWLInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,801EQWL · best of the two

02 / 04

ROE and EQWL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 100 Equal Weight ETFUS Stock Styles · Equal weight0.30%1.53%+15.5%+17.9%+23.3%+12.2%−7.8%10.8%$2.7B1.4

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.84%+22.8%+24.4%+25.9%[…]−8.7%15.0%$253M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROE 2023 · EQWL 2006

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $253M[…]

ROE

EQWL

Invesco S&P 100 Equal Weight ETF · $2.7B$17,801

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

ROEMeasureEQWL

+22.8%Year to dateJan 1 → Nov 4+15.5%

+24.4%1 yearTotal return+17.9%

+25.9%3 years · per year$10,000 became $19,954 · $18,729+23.3%

[…]5 years · per year$10,000 became […] · $17,801+12.2%

0.49%Expense ratio$49 · $30 a year on $10k · lower is better0.30%

0.84%Trailing 12-mo yield$84 · $153 a year on $10k1.53%

−8.7%Worst dropSmaller is better−7.8%

15.0%VolatilityLower is calmer10.8%

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

3–4EQWL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROE vs EQWL: Top 5 Holdings

Today

ROE

6.6%in top 5

EQWL

in top 56.3%

ROEStockEQWL

not top 5ACN1.4%

1.4%PTCnot top 5

1.4%GENnot top 5

1.3%HASnot top 5

1.3%LMT1.2%

1.2%LLY1.2%

not top 5ISRG1.2%

not top 5TXN1.2%

Held in common38.9%

End-of-day Nov 4, 2026 · share of each fund

ROE vs EQWL Returns, Every Period

AstoriaROE

+24.4%

past year

EQWLInvesco

+17.9%

past year

ROEEQWLFaded: behind in that period

3–0ROE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ROE vs EQWL

YTD

AstoriaROE

+22.8%

EQWLInvesco

+15.5%

+22.8%Year to date+15.5%

−8.7%Worst drop · 1Y−7.8%

15.0%Volatility · 1Y10.8%

0.8%Yield1.5%

$253MAssets$2.7B

3–1EQWL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROE, EQWL

Today

0.30%lowest, EQWL

FundExpense ratioFee$10k

EQWL0.30%$30

ROE0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ROE, EQWL

1.53%highest, EQWL

FundTrailing yieldYield$10k

EQWL1.53%$153

ROE0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, EQWL

EQWL$153 − $30 = $123

ROE$84 − $49 = $35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROE, EQWL

Today

38.9%most shared, ROE and EQWL

ROEEQWL

ROE—38.9%

EQWL38.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.4%ROE, at 15.0% volatility

EQWLWorst drop−7.8%10.8% vol

ROEWorst drop−8.7%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EQWLROE

+15.5%Year to date+22.8%

1.5%Yield0.8%

+17.9%Past year+24.4%

0.30%Fee0.49%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026