RSPF vs VUG

ARSPF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · RSPF $14,089

Lowest cost0.03%VUG · $3 on $10k

Most income1.48%RSPF · $148 on $10k

Smallest drop−14.1%RSPF · worst fall in 1Y

Held in common3.7%RSPF and VUG

RSPF

VUG

Invesco S&P 500 Equal Weight Financials ETF · $338MVanguard Morningstar Growth ETF · $233B

+21.5%3 years · per year$17,947 · $18,532+22.8%

+7.1%5 years · per year$14,089 · $16,052+9.9%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $43 on $10k0.43%

−14.1%Worst dropSmaller wins−15.1%

15.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSPF · VUG

1.5%V1.6%

1.5%MA1.2%

1.0%HOOD0.3%

1.4%MCO0.2%

Held in common3.7%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$338M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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%	$338M

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 VUG

RSPF

Invesco S&P 500 Equal Weight Financials

$14,089

VUG

Vanguard Morningstar Growth

$16,052

MeasureRSPFVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.48%0.43%

5 years, per year+7.1%+9.9%

3 years, per year+21.5%+22.8%

Worst drop · 1Y−14.1%−15.1%

Volatility · 1Y15.8%19.0%

3–3measures won
level

3.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSPF, VUG

Today

3.7%most shared, RSPF and VUG

RSPFVUG

RSPF—3.7%

VUG3.7%—

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

VUG$43 − $3 = $40

KeptFee

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