EFIV vs RSPE

AEFIV

BRSPE

Measures won2–3RSPE wins · of 6 · 5Y

$10,000 · 5Y$18,011EFIV

Lowest cost0.10%EFIV · $10 on $10k

Most income1.39%RSPE · $139 on $10k

Smallest drop−8.9%RSPE · worst fall in 1Y

Held in common32.6%EFIV and RSPE

EFIV

RSPE

State Street SPDR S&P 500 ESG ETF · $1.0BInvesco ESG S&P 500 Equal Weight ETF · $76M

+23.6%3 years · per year$18,860 · $18,017+21.7%

+12.5%5 years · per year$18,011 · […][…]

0.10%Expense ratio$10 · $20 on $10k · lower wins0.20%

1.01%12-mo yield$101 · $139 on $10k1.39%

−9.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.4%

2–3RSPE wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · RSPE

1.3%WMT0.6%

1.3%MA0.6%

1.7%V0.6%

1.3%ABBV0.6%

Held in common32.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.01%	+0.5%	+10.9%	+12.6%	+23.6%	+12.5%	−9.4%	$1.0B
2	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.01%	+0.5%	+10.9%	+12.6%	+23.6%	+12.5%	−9.4%	$1.0B
2	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EFIV vs RSPE

EFIV

SPDR S&P 500 ESG

$18,011

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

MeasureEFIVRSPE

Fee0.10%0.20%

Cost on $10k a year$10$20

Yield1.01%1.39%

5 years, per year+12.5%[…]

3 years, per year+23.6%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.0%12.4%

3–2measures won
RSPE first

32.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EFIV, RSPE

Today

32.6%most shared, EFIV and RSPE

EFIVRSPE

EFIV—32.6%

RSPE32.6%—

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

Income After Fees on $10,000

$119most kept, RSPE

RSPE$139 − $20 = $119

EFIV$101 − $10 = $91

KeptFee

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