Compare · 2 funds side by side · dividends reinvested

RSPU and QQQE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,536RSPU · best of the two

02 / 04

RSPU and QQQE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Direxion NASDAQ-100 Equal Weighted Index ETFUS Stock Styles · Equal weight0.35%0.60%+15.3%+14.1%+19.3%+7.9%−9.4%16.5%$1.4B1.4

Invesco S&P 500 Equal Weight Utilities ETFUS Stock Styles · Equal weight0.40%2.64%+5.5%+2.8%+18.3%+10.6%−15.9%15.1%$532M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: RSPU 2006 · QQQE 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Equal Weight Utilities ETF · $532M$16,536

RSPU

QQQE

Direxion NASDAQ-100 Equal Weighted Index ETF · $1.4B$14,643

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

RSPUMeasureQQQE

+5.5%Year to dateJan 1 → Nov 4+15.3%

+2.8%1 yearTotal return+14.1%

+18.3%3 years · per year$10,000 became $16,572 · $16,967+19.3%

+10.6%5 years · per year$10,000 became $16,536 · $14,643+7.9%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

2.64%Trailing 12-mo yield$264 · $60 a year on $10k0.60%

−15.9%Worst dropSmaller is better−9.4%

15.1%VolatilityLower is calmer16.5%

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

3–5QQQE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RSPU vs QQQE: Top 5 Holdings

Today

RSPU

17.1%in top 5

QQQE

in top 56.4%

RSPUStockQQQE

3.5%PNWnot top 5

3.4%WECnot top 5

3.4%EDnot top 5

3.4%NInot top 5

3.4%CNPnot top 5

not top 5MRNA1.3%

not top 5MAR1.3%

not top 5REGN1.3%

not top 5IDXX1.3%

not top 5TXN1.2%

Held in common4.3%

End-of-day Nov 4, 2026 · share of each fund

RSPU vs QQQE Returns, Every Period

InvescoRSPU

+10.6%

5 years, per year

QQQEDirexion

+7.9%

5 years, per year

RSPUQQQEFaded: behind in that period

1–3QQQE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RSPU vs QQQE

YTD

InvescoRSPU

+5.5%

QQQEDirexion

+15.3%

+5.5%Year to date+15.3%

−15.9%Worst drop · 1Y−9.4%

15.1%Volatility · 1Y16.5%

2.6%Yield0.6%

$532MAssets$1.4B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPU, QQQE

Today

0.35%lowest, QQQE

FundExpense ratioFee$10k

QQQE0.35%$35

RSPU0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RSPU, QQQE

2.64%highest, RSPU

FundTrailing yieldYield$10k

RSPU2.64%$264

QQQE0.60%$60

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, RSPU

RSPU$264 − $40 = $224

QQQE$60 − $35 = $25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RSPU, QQQE

Today

4.3%most shared, RSPU and QQQE

RSPUQQQE

RSPU—4.3%

QQQE4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%QQQE, at 16.5% volatility

RSPUWorst drop−15.9%15.1% vol

QQQEWorst drop−9.4%16.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RSPUQQQE

+5.5%Year to date+15.3%

2.6%Yield0.6%

+2.8%Past year+14.1%

0.40%Fee0.35%

3–1QQQE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026