RSPE vs SPYV

ARSPE

BSPYV

Measures won1–4SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPYV $17,125

Lowest cost0.03%IVV · $3 on $10k

Most income1.68%SPYV · $168 on $10k

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

Held in common30.4%RSPE and SPYV

RSPE

SPYV

Invesco ESG S&P 500 Equal Weight ETF · $77MState Street SPDR Portfolio S&P 500 Value ETF · $39.3B

+20.4%3 years · per year$17,435 · $16,365+17.8%

[…]5 years · per year[…] · $17,125+11.4%

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

1.41%12-mo yield$141 · $168 on $10k1.68%

−8.9%Worst dropSmaller wins−6.2%

13.0%VolatilityLower wins10.2%

1–4SPYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPE · SPYV

0.7%WMT1.9%

0.6%V1.1%

0.6%ABBV0.9%

0.6%HD1.2%

Held in common30.4%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
3	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk	0.20%	1.41%	−0.5%	+18.0%	+22.5%	+20.4%	new	−8.9%	$77M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.68%	−0.4%	+12.4%	+15.1%	+17.8%	+11.4%	−6.2%	$39.3B
3	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk	0.20%	1.41%	−0.5%	+18.0%	+22.5%	+20.4%	new	−8.9%	$77M

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

RSPE vs SPYV

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

SPYV

SPDR Portfolio S&P 500 Value

$17,125

MeasureRSPESPYV

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.41%1.68%

5 years, per year[…]+11.4%

3 years, per year+20.4%+17.8%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.0%10.2%

4–1measures won
SPYV first

30.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: RSPE, SPYV, IVV

Today

61.5%most shared, SPYV and IVV

RSPESPYVIVV

RSPE—30.4%24.3%

SPYV30.4%—61.5%

IVV24.3%61.5%—

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

Income After Fees on $10,000

$164most kept, SPYV

SPYV$168 − $4 = $164

RSPE$141 − $20 = $121

IVV$114 − $3 = $111

KeptFee

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