RSP vs SPYM

ARSP

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · RSP $14,914

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%RSP · $147 on $10k

Smallest drop−7.9%RSP · worst fall in 1Y

Held in common43.8%RSP and SPYM

RSP

SPYM

Invesco S&P 500 Equal Weight ETF · $102BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.8%3 years · per year$16,761 · $18,222+22.1%

+8.3%5 years · per year$14,914 · $17,164+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.47%12-mo yield$147 · $106 on $10k1.06%

−7.9%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSP · SPYM

0.3%ISRG0.3%

0.3%ACN0.2%

0.2%LLY1.7%

0.2%AMGN0.4%

Held in common43.8%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.47%	−2.9%	+14.6%	+18.3%	+18.8%	+8.3%	−7.9%	$101.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.47%	−2.9%	+14.6%	+18.3%	+18.8%	+8.3%	−7.9%	$101.7B

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

RSP vs SPYM

RSP

Invesco S&P 500 Equal Weight

$14,914

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRSPSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.47%1.06%

5 years, per year+8.3%+11.4%

3 years, per year+18.8%+22.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.0%13.6%

3–3measures won
level

43.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSP, SPYM

Today

43.8%most shared, RSP and SPYM

RSPSPYM

RSP—43.8%

SPYM43.8%—

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

Income After Fees on $10,000

$127most kept, RSP

RSP$147 − $20 = $127

SPYM$106 − $2 = $104

KeptFee

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