EQAL vs RSPG

AEQAL

BRSPG

Measures won4–2EQAL wins · of 6 · 5Y

$10,000 · 5Y$25,110RSPG · EQAL $14,135

Lowest cost0.20%EQAL · $20 on $10k

Most income1.89%RSPG · $189 on $10k

Smallest drop−7.0%EQAL · worst fall in 1Y

Held in common5.0%EQAL and RSPG

EQAL

RSPG

Invesco Russell 1000 Equal Weight ETF · $828MInvesco S&P 500 Equal Weight Energy ETF · $650M

+18.9%3 years · per year$16,806 · $15,738+16.3%

+7.2%5 years · per year$14,135 · $25,110+20.2%

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

1.69%12-mo yield$169 · $189 on $10k1.89%

−7.0%Worst dropSmaller wins−13.7%

11.7%VolatilityLower wins23.7%

4–2EQAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQAL · RSPG

0.2%MPC4.9%

0.2%XOM5.0%

0.2%APA4.9%

0.2%KMI4.8%

Held in common5.0%

End-of-day Nov 4, 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	BRSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.89%	−5.2%	+39.4%	+42.6%	+16.3%	+20.2%	−13.7%	$650M
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.69%	+1.4%	+15.6%	+18.5%	+18.9%	+7.2%	−7.0%	$828M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BRSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.89%	−5.2%	+39.4%	+42.6%	+16.3%	+20.2%	−13.7%	$650M
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.69%	+1.4%	+15.6%	+18.5%	+18.9%	+7.2%	−7.0%	$828M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQAL vs RSPG

EQAL

Invesco Russell 1000 Equal Weight

$14,135

RSPG

Invesco S&P 500 Equal Weight Energy

$25,110

MeasureEQALRSPG

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield1.69%1.89%

5 years, per year+7.2%+20.2%

3 years, per year+18.9%+16.3%

Worst drop · 1Y−7.0%−13.7%

Volatility · 1Y11.7%23.7%

4–2measures won
EQAL first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: EQAL, RSPG

Today

5.0%most shared, EQAL and RSPG

EQALRSPG

EQAL—5.0%

RSPG5.0%—

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

Income After Fees on $10,000

$149most kept, RSPG

RSPG$189 − $40 = $149

EQAL$169 − $20 = $149

KeptFee

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