RSPE vs VIG

ARSPE

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VIG $16,596

Lowest cost0.03%IVV · $3 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common22.5%RSPE and VIG

Invesco ESG S&P 500 Equal Weight ETF · $79MVanguard Dividend Appreciation ETF · $109B

+20.0%3 years · per year$17,270 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

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

1.38%12-mo yield$138 · $145 on $10k

Cards for this view

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureRSPEVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.38%1.45%

5 years, per year[…]+10.7%

3 years, per year+20.0%+18.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y13.2%11.0%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk	0.20%	1.38%	−1.0%	+20.2%	+23.1%	+20.0%	new	−8.9%	$79M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	ARSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk	0.20%	1.38%	−1.0%	+20.2%	+23.1%	+20.0%	new	−8.9%	$79M

Loading…