Compare · 2 funds side by side · dividends reinvested

RSPM and VUG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

RSPM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Equal Weight Materials ETFUS Stock Styles · Equal weight0.40%1.73%+18.1%+28.0%+12.7%+5.3%−12.3%18.7%$181M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: RSPM 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Materials ETF · $181M$12,943

RSPM

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

RSPMMeasureVUG

+18.1%Year to dateJan 1 → Nov 6+1.4%

+28.0%1 yearTotal return+0.2%

+12.7%3 years · per year$10,000 became $14,325 · $18,415+22.6%

+5.3%5 years · per year$10,000 became $12,943 · $16,124+10.0%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

1.73%Trailing 12-mo yield$173 · $42 a year on $10k0.42%

−12.3%Worst dropSmaller is better−15.1%

18.7%VolatilityLower is calmer19.0%

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

5–3RSPM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RSPM vs VUG: Top 5 Holdings

Today

RSPM

23.2%in top 5

VUG

in top 545.2%

RSPMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.7%PPGnot top 5

4.7%VMCnot top 5

4.6%ECLnot top 5

4.6%AVYnot top 5

4.6%LINnot top 5

not top 5AVGO4.3%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

RSPM vs VUG Returns, Every Period

InvescoRSPM

+5.3%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

RSPMVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

RSPM vs VUG

YTD

InvescoRSPM

+18.1%

VUGVanguard

+1.4%

+18.1%Year to date+1.4%

−12.3%Worst drop · 1Y−15.1%

18.7%Volatility · 1Y19.0%

1.7%Yield0.4%

$181MAssets$233B

4–0RSPM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

RSPM0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RSPM, VUG

1.73%highest, RSPM

FundTrailing yieldYield$10k

RSPM1.73%$173

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$133most kept, RSPM

RSPM$173 − $40 = $133

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RSPM, VUG

Today

0.4%most shared, RSPM and VUG

RSPMVUG

RSPM—0.4%

VUG0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.0%RSPM, at 18.7% volatility

RSPMWorst drop−12.3%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

RSPMVUG

+18.1%Year to date+1.4%

1.7%Yield0.4%

+28.0%Past year+0.2%

0.40%Fee0.03%

3–1RSPM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026