Compare · 2 funds side by side · dividends reinvested

RWL and SPY

RWLInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,809RWL · best of the two

02 / 04

RWL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Revenue ETFUS Stock Styles · Large cap0.39%1.20%+18.3%+22.0%+22.4%+13.5%−6.6%10.3%$10.4B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.9

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: RWL 2008 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.4B$18,809

RWL

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

RWLMeasureSPY

+18.3%Year to dateJan 1 → Nov 5+8.3%

+22.0%1 yearTotal return+9.7%

+22.4%3 years · per year$10,000 became $18,344 · $18,174+22.0%

+13.5%5 years · per year$10,000 became $18,809 · $17,099+11.3%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

1.20%Trailing 12-mo yield$120 · $103 a year on $10k1.03%

−6.6%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.6%

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

7–1RWL wins

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

More Ways to See the Pairs

RWL vs SPY: Top 5 Holdings

Today

RWL

15.4%in top 5

SPY

in top 527.7%

RWLStockSPY

2.5%AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.3%WMTnot top 5

4.0%AMZN3.9%

not top 5GOOGL2.6%

2.4%MCKnot top 5

2.3%UNHnot top 5

Held in common57.5%

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

RWL vs SPY Returns, Every Period

InvescoRWL

+13.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

RWLSPYFaded: behind in that period

4–0RWL wins

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

Stocks vs Core: RWL vs SPY

YTD

InvescoRWL

+18.3%

SPYSPDR

+8.3%

+18.3%Year to date+8.3%

−6.6%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.6%

1.2%Yield1.0%

$10.4BAssets$805B

4–0RWL wins

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

Cost, Income and Risk

Fees: RWL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RWL0.39%$39

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

Yields: RWL, SPY

1.20%highest, RWL

FundTrailing yieldYield$10k

RWL1.20%$120

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RWL$120 − $39 = $81

KeptFee

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

Overlap: RWL, SPY

Today

57.5%most shared, RWL and SPY

RWLSPY

RWL—57.5%

SPY57.5%—

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

Return vs Bumpiness: 2 ETFs

+22.0%RWL, at 10.3% volatility

RWLWorst drop−6.6%10.3% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RWLSPY

+18.3%Year to date+8.3%

1.2%Yield1.0%

+22.0%Past year+9.7%

0.39%Fee0.09%

3–1RWL 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026