ROE vs EQWL

AROE

BEQWL

Measures won1–4EQWL wins · of 6 · 5Y

$10,000 · 5Y$17,035EQWL

Lowest cost0.30%EQWL · $30 on $10k

Most income1.59%EQWL · $159 on $10k

Smallest drop−7.8%EQWL · worst fall in 1Y

Held in common38.8%ROE and EQWL

ROE

EQWL

Astoria US Equal Weight Quality Kings ETF · $243MInvesco S&P 100 Equal Weight ETF · $2.8B

+23.5%3 years · per year$18,841 · $17,899+21.4%

[…]5 years · per year[…] · $17,035+11.2%

0.49%Expense ratio$49 · $30 on $10k · lower wins0.30%

0.89%12-mo yield$89 · $159 on $10k1.59%

−8.7%Worst dropSmaller wins−7.8%

15.7%VolatilityLower wins11.4%

1–4EQWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsROE · EQWL

1.2%LLY1.2%

1.2%V1.2%

1.1%COST1.1%

1.1%PG1.1%

Held in common38.8%

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	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.59%	−3.6%	+11.3%	+14.7%	+21.4%	+11.2%	−7.8%	$2.8B
2	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.89%	−4.7%	+17.0%	+20.1%	+23.5%	new	−8.7%	$243M

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	BEQWL	Invesco S&P 100 Equal Weight ETFRead Desk		0.30%	1.59%	−3.6%	+11.3%	+14.7%	+21.4%	+11.2%	−7.8%	$2.8B
2	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk		0.49%	0.89%	−4.7%	+17.0%	+20.1%	+23.5%	new	−8.7%	$243M

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

ROE vs EQWL

ROE

Astoria US Equal Weight Quality Kings

[…]

EQWL

Invesco S&P 100 Equal Weight

$17,035

MeasureROEEQWL

Fee0.49%0.30%

Cost on $10k a year$49$30

Yield0.89%1.59%

5 years, per year[…]+11.2%

3 years, per year+23.5%+21.4%

Worst drop · 1Y−8.7%−7.8%

Volatility · 1Y15.7%11.4%

4–1measures won
EQWL first

38.8%

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: ROE, EQWL

Today

38.8%most shared, ROE and EQWL

ROEEQWL

ROE—38.8%

EQWL38.8%—

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

Income After Fees on $10,000

$129most kept, EQWL

EQWL$159 − $30 = $129

ROE$89 − $49 = $40

KeptFee

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