Compare · 2 funds side by side · dividends reinvested

RSPM and SPYM

RSPMInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

RSPM and SPYM, 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%$182B1.4

Invesco S&P 500 Equal Weight Materials ETFUS Stock Styles · Equal weight0.40%1.72%+19.0%+30.4%+12.9%+5.3%−12.3%18.7%$187M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Materials ETF · $187M$12,951

RSPM

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

RSPMMeasureSPYM

+19.0%Year to dateJan 1 → Nov 5+8.4%

+30.4%1 yearTotal return+9.8%

+12.9%3 years · per year$10,000 became $14,385 · $18,222+22.1%

+5.3%5 years · per year$10,000 became $12,951 · $17,164+11.4%

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

1.72%Trailing 12-mo yield$172 · $106 a year on $10k1.06%

−12.3%Worst dropSmaller is better−8.9%

18.7%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

RSPM vs SPYM: Top 5 Holdings

Today

RSPM

23.2%in top 5

SPYM

in top 527.7%

RSPMStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.8%VMCnot top 5

4.7%PPGnot top 5

4.6%ECLnot top 5

4.6%PKGnot top 5

4.5%AVYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.7%

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

RSPM vs SPYM Returns, Every Period

InvescoRSPM

+5.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

RSPMSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: RSPM vs SPYM

YTD

InvescoRSPM

+19.0%

SPYMSPDR

+8.4%

+19.0%Year to date+8.4%

−12.3%Worst drop · 1Y−8.9%

18.7%Volatility · 1Y13.6%

1.7%Yield1.1%

$187MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: RSPM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RSPM0.40%$40

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

Yields: RSPM, SPYM

1.72%highest, RSPM

FundTrailing yieldYield$10k

RSPM1.72%$172

SPYM1.06%$106

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

Income After Fees on $10,000

$132most kept, RSPM

RSPM$172 − $40 = $132

SPYM$106 − $2 = $104

KeptFee

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

Overlap: RSPM, SPYM

Today

1.7%most shared, RSPM and SPYM

RSPMSPYM

RSPM—1.7%

SPYM1.7%—

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

Return vs Bumpiness: 2 ETFs

+30.4%RSPM, at 18.7% volatility

SPYMWorst drop−8.9%13.6% vol

RSPMWorst drop−12.3%18.7% vol

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

Paid More vs Made More

YTD

RSPMSPYM

+19.0%Year to date+8.4%

1.7%Yield1.1%

+30.4%Past year+9.8%

0.40%Fee0.02%

3–1RSPM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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