RSPF vs VUG

ARSPF

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%RSPF · $150 on $10k

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

Held in common3.6%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 · $18,415+22.6%

+7.1%5 years · per year$14,089 · $16,124+10.0%

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

1.50%12-mo yield$150 · $42 on $10k0.42%

−14.1%Worst dropSmaller wins−15.1%

15.8%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPF · VUG

1.5%V1.6%

1.5%MA1.2%

0.9%HOOD0.3%

1.4%MCO0.2%

Held in common3.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
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 VUG

RSPF

Invesco S&P 500 Equal Weight Financials

$14,089

VUG

Vanguard Morningstar Growth

$16,124

MeasureRSPFVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.50%0.42%

5 years, per year+7.1%+10.0%

3 years, per year+21.5%+22.6%

Worst drop · 1Y−14.1%−15.1%

Volatility · 1Y15.8%19.0%

3–3measures won
level

3.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RSPF, VUG, IWF

Today

78.0%most shared, VUG and IWF

RSPFVUGIWF

RSPF—3.6%4.1%

VUG3.6%—78.0%

IWF4.1%78.0%—

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

Income After Fees on $10,000

$110most kept, RSPF

RSPF$150 − $40 = $110

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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