Compare · 3 funds side by side · dividends reinvested

RSPT, DFVE and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,978RSPT · best of the three

02 / 04

RSPT, DFVE and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DoubleLine Fortune 500 Equal Weight ETFUS Stock Styles · Equal weight0.20%1.33%+16.1%+19.4%[…][…]−7.8%12.0%$46M1.5

Invesco S&P 500 Equal Weight Technology ETFUS Stock Styles · Equal weight0.40%0.25%+36.5%+33.3%+33.7%+16.0%−13.3%26.6%$5.8B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: RSPT 2006 · DFVE 2024 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Technology ETF · $5.8B$20,978

RSPT

DFVE

DoubleLine Fortune 500 Equal Weight ETF · $46M[…]

$10,000 five years ago, dividends reinvested

RSPTMeasureDFVE

+36.5%Year to dateJan 1 → Nov 3+16.1%

+33.3%1 yearTotal return+19.4%

+33.7%3 years · per year$10,000 became $23,888 · […][…]

+16.0%5 years · per year$10,000 became $20,978 · […][…]

0.40%Expense ratio$40 · $20 a year on $10k · lower is better0.20%

0.25%Trailing 12-mo yield$25 · $133 a year on $10k1.33%

−13.3%Worst dropSmaller is better−7.8%

26.6%VolatilityLower is calmer12.0%

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

2–4DFVE wins

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

More Ways to See the Pairs

RSPT vs DFVE: Top 5 Holdings

Today

RSPT

9.5%in top 5

DFVE

in top 5[…]

RSPTStockDFVE

2.1%PTCnot top 5

2.1%ACNnot top 5

1.9%ITnot top 5

1.7%ADSKnot top 5

1.7%GDDYnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

RSPT vs DFVE Returns, Every Period

InvescoRSPT

+33.3%

past year

DFVEDoubleLine

+19.4%

past year

RSPTDFVEFaded: behind in that period

2–0RSPT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RSPT vs DFVE

YTD

InvescoRSPT

+36.5%

DFVEDoubleLine

+16.1%

+36.5%Year to date+16.1%

−13.3%Worst drop · 1Y−7.8%

26.6%Volatility · 1Y12.0%

0.2%Yield1.3%

$5.8BAssets$46.4M

3–1DFVE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPT, DFVE, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFVE0.20%$20

RSPT0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RSPT, DFVE, IJH

1.33%highest, DFVE

FundTrailing yieldYield$10k

DFVE1.33%$133

IJH1.22%$122

RSPT0.25%$25

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

DFVE$133 − $20 = $113

RSPT$25 − $40 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RSPT, DFVE, IJH

Today

0.0%most shared, RSPT and IJH

RSPTDFVEIJH

RSPT—[…]0.0%

DFVE[…]—[…]

IJH0.0%[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.3%RSPT, at 26.6% volatility

DFVEWorst drop−7.8%12.0% vol

IJHWorst drop−8.8%15.0% vol

RSPTWorst drop−13.3%26.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFVERSPT

+16.1%Year to date+36.5%

1.3%Yield0.2%

+19.4%Past year+33.3%

0.20%Fee0.40%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026