RSPH vs SPY

ARSPH

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RSPH $13,733

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common10.2%RSPH and SPY

RSPH

SPY

Invesco S&P 500 Equal Weight Health Care ETF · $1.0BState Street SPDR S&P 500 ETF · $819B

+17.5%3 years · per year$16,239 · $18,174+22.0%

+6.5%5 years · per year$13,733 · $17,099+11.3%

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

0.55%12-mo yield$55 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPH · SPY

1.8%LLY1.7%

1.5%JNJ1.0%

1.7%ABBV0.8%

1.5%MRK0.6%

Held in common10.2%

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	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
2	ARSPH	Invesco S&P 500 Equal Weight Health Care ETFRead Desk		0.40%	0.55%	−2.4%	+28.1%	+34.4%	+17.5%	+6.5%	−10.9%	$1.0B

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	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
2	ARSPH	Invesco S&P 500 Equal Weight Health Care ETFRead Desk		0.40%	0.55%	−2.4%	+28.1%	+34.4%	+17.5%	+6.5%	−10.9%	$1.0B

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

RSPH vs SPY

RSPH

Invesco S&P 500 Equal Weight Health Care

$13,733

SPY

SPDR S&P 500

$17,099

MeasureRSPHSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.55%1.03%

5 years, per year+6.5%+11.3%

3 years, per year+17.5%+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y17.3%13.6%

6–0measures won
SPY first

10.2%

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: RSPH, SPY

Today

10.2%most shared, RSPH and SPY

RSPHSPY

RSPH—10.2%

SPY10.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RSPH$55 − $40 = $15

KeptFee

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