RSPG vs SPY

ARSPG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$24,127RSPG · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.96%RSPG · $196 on $10k

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

Held in common3.5%RSPG and SPY

RSPG

SPY

Invesco S&P 500 Equal Weight Energy ETF · $615MState Street SPDR S&P 500 ETF · $819B

+14.9%3 years · per year$15,150 · $18,174+22.0%

+19.3%5 years · per year$24,127 · $17,099+11.3%

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

1.96%12-mo yield$196 · $103 on $10k1.03%

−13.7%Worst dropSmaller wins−8.9%

23.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPG · SPY

5.0%XOM1.0%

4.9%CVX0.6%

4.9%COP0.2%

4.8%MPC0.2%

Held in common3.5%

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	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.96%	−3.2%	+35.0%	+39.9%	+14.9%	+19.3%	−13.7%	$615M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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	ARSPG	Invesco S&P 500 Equal Weight Energy ETFRead Desk		0.40%	1.96%	−3.2%	+35.0%	+39.9%	+14.9%	+19.3%	−13.7%	$615M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

RSPG vs SPY

RSPG

Invesco S&P 500 Equal Weight Energy

$24,127

SPY

SPDR S&P 500

$17,099

MeasureRSPGSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield1.96%1.03%

5 years, per year+19.3%+11.3%

3 years, per year+14.9%+22.0%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y23.9%13.6%

4–2measures won
SPY first

3.5%

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$819B

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%

$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: RSPG, SPY

Today

3.5%most shared, RSPG and SPY

RSPGSPY

RSPG—3.5%

SPY3.5%—

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

Income After Fees on $10,000

$156most kept, RSPG

RSPG$196 − $40 = $156

SPY$103 − $9 = $94

KeptFee

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