Compare · 2 funds side by side · dividends reinvested

RSPE and SPYV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,769SPYV · best of the two

02 / 04

RSPE and SPYV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.62%+16.1%+18.7%+19.8%+12.2%−6.2%9.8%$39.0B1.4

Invesco ESG S&P 500 Equal Weight ETFLow-Cost Core · S&P 5000.20%1.36%+22.2%+26.9%+22.2%[…]−8.9%12.7%$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 4, 2026 · returns include dividends · since: RSPE 2021 · SPYV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

RSPE

SPYV

State Street SPDR Portfolio S&P 500 Value ETF · $39.0B$17,769

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

RSPEMeasureSPYV

+22.2%Year to dateJan 1 → Nov 4+16.1%

+26.9%1 yearTotal return+18.7%

+22.2%3 years · per year$10,000 became $18,263 · $17,206+19.8%

[…]5 years · per year$10,000 became […] · $17,769+12.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.36%Trailing 12-mo yield$136 · $162 a year on $10k1.62%

−8.9%Worst dropSmaller is better−6.2%

12.7%VolatilityLower is calmer9.8%

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

3–4SPYV wins

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

More Ways to See the Pairs

RSPE vs SPYV: Top 5 Holdings

Today

RSPE

4.1%in top 5

SPYV

in top 517.6%

RSPEStockSPYV

not top 5AAPL8.0%

not top 5AMZN3.8%

not top 5XOM2.4%

not top 5WMT1.8%

not top 5COST1.5%

1.0%KMBnot top 5

0.9%MRNAnot top 5

0.8%ACNnot top 5

0.7%HASnot top 5

0.7%CCLnot top 5

Held in common30.1%

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

RSPE vs SPYV Returns, Every Period

InvescoRSPE

+26.9%

past year

SPYVSPDR

+18.7%

past year

RSPESPYVFaded: behind in that period

3–0RSPE wins

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

RSPE vs SPYV

YTD

InvescoRSPE

+22.2%

SPYVSPDR

+16.1%

+22.2%Year to date+16.1%

−8.9%Worst drop · 1Y−6.2%

12.7%Volatility · 1Y9.8%

1.4%Yield1.6%

$75.6MAssets$39.0B

3–1SPYV wins

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

Cost, Income and Risk

Fees: RSPE, SPYV

Today

0.04%lowest, SPYV

FundExpense ratioFee$10k

SPYV0.04%$4

RSPE0.20%$20

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

Yields: RSPE, SPYV

1.62%highest, SPYV

FundTrailing yieldYield$10k

SPYV1.62%$162

RSPE1.36%$136

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

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

RSPE$136 − $20 = $116

KeptFee

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

Overlap: RSPE, SPYV

Today

30.1%most shared, RSPE and SPYV

RSPESPYV

RSPE—30.1%

SPYV30.1%—

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

Return vs Bumpiness: 2 ETFs

+26.9%RSPE, at 12.7% volatility

SPYVWorst drop−6.2%9.8% vol

RSPEWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

SPYVRSPE

+16.1%Year to date+22.2%

1.6%Yield1.4%

+18.7%Past year+26.9%

0.04%Fee0.20%

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