RSPF vs SPY

ARSPF

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%RSPF · $150 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common12.2%RSPF and SPY

RSPF

SPY

Invesco S&P 500 Equal Weight Financials ETF · $338MState Street SPDR S&P 500 ETF · $819B

+21.5%3 years · per year$17,947 · $18,039+21.7%

+7.1%5 years · per year$14,089 · $17,118+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

1.50%12-mo yield$150 · $103 on $10k1.03%

−14.1%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPF · SPY

1.5%BRK-B1.7%

1.2%JPM1.4%

1.5%V1.1%

1.5%MA0.8%

Held in common12.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk	0.40%	1.50%	−1.0%	+8.6%	+14.8%	+21.5%	+7.1%	−14.1%	$338M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk	0.40%	1.50%	−1.0%	+8.6%	+14.8%	+21.5%	+7.1%	−14.1%	$338M

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

RSPF vs SPY

RSPF

Invesco S&P 500 Equal Weight Financials

$14,089

SPY

SPDR S&P 500

$17,118

MeasureRSPFSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield1.50%1.03%

5 years, per year+7.1%+11.3%

3 years, per year+21.5%+21.7%

Worst drop · 1Y−14.1%−8.9%

Volatility · 1Y15.8%13.6%

5–1measures won
SPY first

12.2%

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: RSPF, SPY, IVV

Today

99.9%most shared, SPY and IVV

RSPFSPYIVV

RSPF—12.2%12.2%

SPY12.2%—99.9%

IVV12.2%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

RSPF$150 − $40 = $110

SPY$103 − $9 = $94

KeptFee

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