RSPD vs VUG

ARSPD

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · RSPD $11,934

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%RSPD · $88 on $10k

Smallest drop−13.8%RSPD · worst fall in 1Y

Held in common7.1%RSPD and VUG

RSPD

VUG

Invesco S&P 500 Equal Weight Consumer Discretionary ETF · $290MVanguard Morningstar Growth ETF · $233B

+15.1%3 years · per year$15,248 · $18,532+22.8%

+3.6%5 years · per year$11,934 · $16,052+9.9%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $43 on $10k0.43%

−13.8%Worst dropSmaller wins−15.1%

20.1%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPD · VUG

2.0%AMZN4.3%

2.0%TSLA2.7%

2.2%TJX0.4%

1.9%BKNG0.3%

Held in common7.1%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk		0.40%	0.88%	−2.5%	+2.1%	+7.3%	+15.1%	+3.6%	−13.8%	$290M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ARSPD	Invesco S&P 500 Equal Weight Consumer Discretionary ETFRead Desk		0.40%	0.88%	−2.5%	+2.1%	+7.3%	+15.1%	+3.6%	−13.8%	$290M

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

RSPD vs VUG

RSPD

Invesco S&P 500 Equal Weight Consumer Discretionary

$11,934

VUG

Vanguard Morningstar Growth

$16,052

MeasureRSPDVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.88%0.43%

5 years, per year+3.6%+9.9%

3 years, per year+15.1%+22.8%

Worst drop · 1Y−13.8%−15.1%

Volatility · 1Y20.1%19.0%

4–2measures won
VUG first

7.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$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

Overlap: RSPD, VUG

Today

7.1%most shared, RSPD and VUG

RSPDVUG

RSPD—7.1%

VUG7.1%—

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

Income After Fees on $10,000

$48most kept, RSPD

RSPD$88 − $40 = $48

VUG$43 − $3 = $40

KeptFee

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