Compare · 2 funds side by side · dividends reinvested

RSPF and QQQE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,643QQQE · best of the two

02 / 04

RSPF and QQQE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Equal Weight Financials ETFUS Stock Styles · Equal weight0.40%1.45%+10.9%+17.5%+22.8%+7.8%−14.1%15.7%$330M1.5

Direxion NASDAQ-100 Equal Weighted Index ETFUS Stock Styles · Equal weight0.35%0.60%+15.3%+14.1%+19.3%+7.9%−9.4%16.5%$1.4B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: RSPF 2006 · QQQE 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Financials ETF · $330M$14,550

RSPF

QQQE

Direxion NASDAQ-100 Equal Weighted Index ETF · $1.4B$14,643

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

RSPFMeasureQQQE

+10.9%Year to dateJan 1 → Nov 4+15.3%

+17.5%1 yearTotal return+14.1%

+22.8%3 years · per year$10,000 became $18,515 · $16,967+19.3%

+7.8%5 years · per year$10,000 became $14,550 · $14,643+7.9%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $60 a year on $10k0.60%

−14.1%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer16.5%

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

4–4Level

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

More Ways to See the Pairs

RSPF vs QQQE: Top 5 Holdings

Today

RSPF

7.7%in top 5

QQQE

in top 56.4%

RSPFStockQQQE

1.6%FInot top 5

1.6%FDSnot top 5

1.5%CBOEnot top 5

1.5%MSCInot top 5

1.5%MRSHnot top 5

not top 5MRNA1.3%

not top 5MAR1.3%

not top 5REGN1.3%

not top 5IDXX1.3%

not top 5TXN1.2%

Held in common1.2%

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

RSPF vs QQQE Returns, Every Period

InvescoRSPF

+7.8%

5 years, per year

QQQEDirexion

+7.9%

5 years, per year

RSPFQQQEFaded: behind in that period

2–2Level

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

RSPF vs QQQE

YTD

InvescoRSPF

+10.9%

QQQEDirexion

+15.3%

+10.9%Year to date+15.3%

−14.1%Worst drop · 1Y−9.4%

15.7%Volatility · 1Y16.5%

1.5%Yield0.6%

$330MAssets$1.4B

2–2level

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

Cost, Income and Risk

Fees: RSPF, QQQE

Today

0.35%lowest, QQQE

FundExpense ratioFee$10k

QQQE0.35%$35

RSPF0.40%$40

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

Yields: RSPF, QQQE

1.45%highest, RSPF

FundTrailing yieldYield$10k

RSPF1.45%$145

QQQE0.60%$60

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

Income After Fees on $10,000

$105most kept, RSPF

RSPF$145 − $40 = $105

QQQE$60 − $35 = $25

KeptFee

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

Overlap: RSPF, QQQE

Today

1.2%most shared, RSPF and QQQE

RSPFQQQE

RSPF—1.2%

QQQE1.2%—

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

Return vs Bumpiness: 2 ETFs

+17.5%RSPF, at 15.7% volatility

RSPFWorst drop−14.1%15.7% vol

QQQEWorst drop−9.4%16.5% vol

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

Paid More vs Made More

YTD

RSPFQQQE

+10.9%Year to date+15.3%

1.5%Yield0.6%

+17.5%Past year+14.1%

0.40%Fee0.35%

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