EQAL vs SPY

AEQAL

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · EQAL $13,637

Lowest cost0.09%SPY · $9 on $10k

Most income1.74%EQAL · $174 on $10k

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

Held in common29.1%EQAL and SPY

EQAL

SPY

Invesco Russell 1000 Equal Weight ETF · $839MState Street SPDR S&P 500 ETF · $819B

+17.3%3 years · per year$16,136 · $18,039+21.7%

+6.4%5 years · per year$13,637 · $17,118+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.74%12-mo yield$174 · $103 on $10k1.03%

−7.0%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEQAL · SPY

0.4%CSCO0.6%

0.4%VZ0.3%

0.3%LIN0.4%

0.4%ANET0.3%

Held in common29.1%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.74%	+0.2%	+12.4%	+15.7%	+17.3%	+6.4%	−7.0%	$839M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AEQAL	Invesco Russell 1000 Equal Weight ETFRead Desk		0.20%	1.74%	+0.2%	+12.4%	+15.7%	+17.3%	+6.4%	−7.0%	$839M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQAL vs SPY

EQAL

Invesco Russell 1000 Equal Weight

$13,637

SPY

SPDR S&P 500

$17,118

MeasureEQALSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.74%1.03%

5 years, per year+6.4%+11.3%

3 years, per year+17.3%+21.7%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y12.0%13.6%

3–3measures won
level

29.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EQAL, SPY

Today

29.1%most shared, EQAL and SPY

EQALSPY

EQAL—29.1%

SPY29.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, EQAL

EQAL$174 − $20 = $154

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee