IVE vs RSP

AIVE

BRSP

Measures won5–1IVE wins · of 6 · 5Y

$10,000 · 5Y$17,035IVE · RSP $14,914

Lowest cost0.18%IVE · $18 on $10k

Most income1.53%IVE · $153 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common51.7%IVE and RSP

IVE

RSP

iShares S&P 500 Value ETF · $51.7BInvesco S&P 500 Equal Weight ETF · $104B

+18.2%3 years · per year$16,520 · $16,761+18.8%

+11.2%5 years · per year$17,035 · $14,914+8.3%

0.18%Expense ratio$18 · $20 on $10k · lower wins0.20%

1.53%12-mo yield$153 · $147 on $10k1.47%

−6.2%Worst dropSmaller wins−7.9%

10.1%VolatilityLower wins12.0%

5–1IVE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVE · RSP

0.3%MRNA0.4%

0.5%ACN0.3%

0.3%AMGN0.2%

1.9%WMT0.2%

Held in common51.7%

End-of-day Nov 5, 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	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.47%	−2.9%	+14.6%	+18.3%	+18.8%	+8.3%	−7.9%	$104.1B

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

Both

5Y2 funds

#			Trend
1	AIVE	iShares S&P 500 Value ETFRead Desk		0.18%	1.53%	−2.8%	+12.8%	+15.6%	+18.2%	+11.2%	−6.2%	$51.7B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.47%	−2.9%	+14.6%	+18.3%	+18.8%	+8.3%	−7.9%	$104.1B

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

Cards for this view

IVE vs RSP

IVE

iShares S&P 500 Value

$17,035

RSP

Invesco S&P 500 Equal Weight

$14,914

MeasureIVERSP

Fee0.18%0.20%

Cost on $10k a year$18$20

Yield1.53%1.47%

5 years, per year+11.2%+8.3%

3 years, per year+18.2%+18.8%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y10.1%12.0%

4–1measures won
IVE first

51.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: IVE, RSP

Today

51.7%most shared, IVE and RSP

IVERSP

IVE—51.7%

RSP51.7%—

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

Income After Fees on $10,000

$135most kept, IVE

IVE$153 − $18 = $135

RSP$147 − $20 = $127

KeptFee

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