Compare · 3 funds side by side · dividends reinvested

RSPT, SPYM and SPY

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, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: RSPT 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

RSPT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

RSPTMeasureSPYM

+36.5%Year to dateJan 1 → Nov 3+11.5%

+33.3%1 yearTotal return+11.9%

+33.7%3 years · per year$10,000 became $23,888 · $19,092+24.1%

+16.0%5 years · per year$10,000 became $20,978 · $17,749+12.2%

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

0.25%Trailing 12-mo yield$25 · $103 a year on $10k1.03%

−13.3%Worst dropSmaller is better−8.9%

26.6%VolatilityLower is calmer12.7%

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

4–4Level

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 SPYM: Top 5 Holdings

Today

RSPT

9.5%in top 5

SPYM

in top 527.4%

RSPTStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

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 common19.3%

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

RSPT vs SPYM Returns, Every Period

InvescoRSPT

+16.0%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

RSPTSPYMFaded: behind in that period

4–0RSPT wins

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

Stocks vs Core: RSPT vs SPYM

YTD

InvescoRSPT

+36.5%

SPYMSPDR

+11.5%

+36.5%Year to date+11.5%

−13.3%Worst drop · 1Y−8.9%

26.6%Volatility · 1Y12.7%

0.2%Yield1.0%

$5.8BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: RSPT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

RSPT0.40%$40

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

Yields: RSPT, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

RSPT0.25%$25

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

RSPT$25 − $40 = −$15

KeptFee

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

Overlap: RSPT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RSPTSPYMSPY

RSPT—19.3%19.4%

SPYM19.3%—99.9%

SPY19.4%99.9%—

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

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% 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

SPYMRSPT

+11.5%Year to date+36.5%

1.0%Yield0.2%

+11.9%Past year+33.3%

0.02%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