RSPF vs SPYM

ARSPF

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · RSPF $14,089

Lowest cost0.02%SPYM · $2 on $10k

Most income1.48%RSPF · $148 on $10k

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

Held in common12.1%RSPF and SPYM

RSPF

SPYM

Invesco S&P 500 Equal Weight Financials ETF · $328MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.5%3 years · per year$17,947 · $18,222+22.1%

+7.1%5 years · per year$14,089 · $17,164+11.4%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

1.48%12-mo yield$148 · $106 on $10k1.06%

−14.1%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPF · SPYM

1.4%BRK-B1.6%

1.3%JPM1.4%

1.5%V1.1%

1.5%MA0.8%

Held in common12.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk		0.40%	1.48%	−2.0%	+8.6%	+14.8%	+21.5%	+7.1%	−14.1%	$328M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk		0.40%	1.48%	−2.0%	+8.6%	+14.8%	+21.5%	+7.1%	−14.1%	$328M

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

RSPF vs SPYM

RSPF

Invesco S&P 500 Equal Weight Financials

$14,089

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRSPFSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield1.48%1.06%

5 years, per year+7.1%+11.4%

3 years, per year+21.5%+22.1%

Worst drop · 1Y−14.1%−8.9%

Volatility · 1Y15.8%13.6%

5–1measures won
SPYM first

12.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSPF, SPYM

Today

12.1%most shared, RSPF and SPYM

RSPFSPYM

RSPF—12.1%

SPYM12.1%—

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

Income After Fees on $10,000

$108most kept, RSPF

RSPF$148 − $40 = $108

SPYM$106 − $2 = $104

KeptFee

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