RSPE vs SPYV

ARSPE

BSPYV

Measures won1–4SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,168SPYV

Lowest cost0.04%SPYV · $4 on $10k

Most income1.66%SPYV · $166 on $10k

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

Held in common29.8%RSPE and SPYV

RSPE

SPYV

Invesco ESG S&P 500 Equal Weight ETF · $76MState Street SPDR Portfolio S&P 500 Value ETF · $39.0B

+21.7%3 years · per year$18,017 · $17,094+19.6%

[…]5 years · per year[…] · $17,168+11.4%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.39%12-mo yield$139 · $166 on $10k1.66%

−8.9%Worst dropSmaller wins−6.2%

12.4%VolatilityLower wins9.6%

1–4SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPE · SPYV

0.6%WMT1.8%

0.6%V1.0%

0.6%ABBV0.9%

0.6%LIN0.8%

Held in common29.8%

End-of-day Nov 3, 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	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.66%	−0.6%	+13.8%	+16.1%	+19.6%	+11.4%	−6.2%	$39.0B
2	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

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

Both

5Y2 funds

#			Trend
1	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.66%	−0.6%	+13.8%	+16.1%	+19.6%	+11.4%	−6.2%	$39.0B
2	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

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

Cards for this view

RSPE vs SPYV

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

SPYV

SPDR Portfolio S&P 500 Value

$17,168

MeasureRSPESPYV

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.39%1.66%

5 years, per year[…]+11.4%

3 years, per year+21.7%+19.6%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y12.4%9.6%

4–1measures won
SPYV first

29.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RSPE, SPYV

Today

29.8%most shared, RSPE and SPYV

RSPESPYV

RSPE—29.8%

SPYV29.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$162most kept, SPYV

SPYV$166 − $4 = $162

RSPE$139 − $20 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee