Compare · 2 funds side by side · dividends reinvested

RWL and SPYM

RWLInvesco×SPYMSPDR×

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 SPYM, 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%$10.6B1.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Revenue ETF · $10.6B$18,809

RWL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

RWLMeasureSPYM

+18.3%Year to dateJan 1 → Nov 5+8.4%

+22.0%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,344 · $18,222+22.1%

+13.5%5 years · per year$10,000 became $18,809 · $17,164+11.4%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

1.20%Trailing 12-mo yield$120 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.6%

RWLSPYM 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 SPYM: Top 5 Holdings

Today

RWL

15.4%in top 5

SPYM

in top 527.7%

RWLStockSPYM

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 SPYM Returns, Every Period

InvescoRWL

+13.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

RWLSPYMFaded: 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 SPYM

YTD

InvescoRWL

+18.3%

SPYMSPDR

+8.4%

+18.3%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.6%

1.2%Yield1.1%

$10.6BAssets$182B

4–0RWL wins

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

Cost, Income and Risk

Fees: RWL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RWL0.39%$39

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

Yields: RWL, SPYM

1.20%highest, RWL

FundTrailing yieldYield$10k

RWL1.20%$120

SPYM1.06%$106

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

RWL$120 − $39 = $81

KeptFee

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

Overlap: RWL, SPYM

Today

57.5%most shared, RWL and SPYM

RWLSPYM

RWL—57.5%

SPYM57.5%—

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

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RWLSPYM

+18.3%Year to date+8.4%

1.2%Yield1.1%

+22.0%Past year+9.8%

0.39%Fee0.02%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026