RSPF vs SPYM

ARSPF

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.48%RSPF · $148 on $10k

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

Held in common12.1%RSPF and SPYM

RSPF

SPYM

Invesco S&P 500 Equal Weight Financials ETF · $327MState Street SPDR Portfolio S&P 500 ETF · $179B

+20.4%3 years · per year$17,467 · $18,161+22.0%

+7.2%5 years · per year$14,139 · $17,553+11.9%

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

1.48%12-mo yield$148 · $103 on $10k1.03%

−14.1%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPF · SPYM

1.5%BRK-B1.7%

1.2%JPM1.4%

1.5%V1.1%

1.5%MA0.8%

Held in common12.1%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk	0.40%	1.48%	+1.5%	+9.2%	+15.6%	+20.4%	+7.2%	−14.1%	$327M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ARSPF	Invesco S&P 500 Equal Weight Financials ETFRead Desk	0.40%	1.48%	+1.5%	+9.2%	+15.6%	+20.4%	+7.2%	−14.1%	$327M

End-of-day Nov 9, 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

$14,139

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureRSPFSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield1.48%1.03%

5 years, per year+7.2%+11.9%

3 years, per year+20.4%+22.0%

Worst drop · 1Y−14.1%−8.9%

Volatility · 1Y15.9%13.7%

5–1measures won
SPYM first

12.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: RSPF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

RSPFSPYMIVV

RSPF—12.1%12.1%

SPYM12.1%—99.9%

IVV12.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

RSPF$148 − $40 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee