RFG vs SPY

ARFG

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · RFG $11,694

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.0%RFG and SPY

RFG

SPY

Invesco S&P MidCap 400 Pure Growth ETF · $315MState Street SPDR S&P 500 ETF · $819B

+13.4%3 years · per year$14,584 · $18,039+21.7%

+3.2%5 years · per year$11,694 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.12%12-mo yield$12 · $103 on $10k1.03%

−16.8%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFG · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	+1.4%	+4.1%	+6.0%	+13.4%	+3.2%	−16.8%	$315M

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	ARFG	Invesco S&P MidCap 400 Pure Growth ETFRead Desk		0.35%	0.12%	+1.4%	+4.1%	+6.0%	+13.4%	+3.2%	−16.8%	$315M

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

RFG vs SPY

RFG

Invesco S&P MidCap 400 Pure Growth

$11,694

SPY

SPDR S&P 500

$17,118

MeasureRFGSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.12%1.03%

5 years, per year+3.2%+11.3%

3 years, per year+13.4%+21.7%

Worst drop · 1Y−16.8%−8.9%

Volatility · 1Y21.2%13.6%

6–0measures won
SPY first

0.0%

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: RFG, SPY

Today

0.0%most shared, RFG and SPY

RFGSPY

RFG—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RFG$12 − $35 = −$23

KeptFee

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