Compare · 3 funds side by side · dividends reinvested

RSPG, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,127RSPG · best of the three

02 / 04

RSPG, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

Invesco S&P 500 Equal Weight Energy ETFUS Stock Styles · Equal weight0.40%1.96%+35.0%+39.9%+14.9%+19.3%−13.7%23.9%$615M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RSPG 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Energy ETF · $615M$24,127

RSPG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

RSPGMeasureSPYM

+35.0%Year to dateJan 1 → Nov 5+8.4%

+39.9%1 yearTotal return+9.8%

+14.9%3 years · per year$10,000 became $15,150 · $18,222+22.1%

+19.3%5 years · per year$10,000 became $24,127 · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

1.96%Trailing 12-mo yield$196 · $106 a year on $10k1.06%

−13.7%Worst dropSmaller is better−8.9%

23.9%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

RSPG vs SPYM: Top 5 Holdings

Today

RSPG

24.5%in top 5

SPYM

in top 527.7%

RSPGStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.0%XOMnot top 5

4.9%CVXnot top 5

4.9%KMInot top 5

4.9%COPnot top 5

4.9%EOGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

RSPG vs SPYM Returns, Every Period

InvescoRSPG

+19.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

RSPGSPYMFaded: behind in that period

3–1RSPG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: RSPG vs SPYM

YTD

InvescoRSPG

+35.0%

SPYMSPDR

+8.4%

+35.0%Year to date+8.4%

−13.7%Worst drop · 1Y−8.9%

23.9%Volatility · 1Y13.6%

2.0%Yield1.1%

$615MAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPG, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

RSPG0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RSPG, SPYM, SPY

1.96%highest, RSPG

FundTrailing yieldYield$10k

RSPG1.96%$196

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, RSPG

RSPG$196 − $40 = $156

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RSPG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RSPGSPYMSPY

RSPG—3.5%3.5%

SPYM3.5%—99.9%

SPY3.5%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.9%RSPG, at 23.9% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

RSPGWorst drop−13.7%23.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RSPGSPYM

+35.0%Year to date+8.4%

2.0%Yield1.1%

+39.9%Past year+9.8%

0.40%Fee0.02%

3–1RSPG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026