RSPM vs SPY

ARSPM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RSPM $12,951

Lowest cost0.09%SPY · $9 on $10k

Most income1.72%RSPM · $172 on $10k

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

Held in common1.7%RSPM and SPY

RSPM

SPY

Invesco S&P 500 Equal Weight Materials ETF · $187MState Street SPDR S&P 500 ETF · $819B

+12.9%3 years · per year$14,385 · $18,174+22.0%

+5.3%5 years · per year$12,951 · $17,099+11.3%

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

1.72%12-mo yield$172 · $103 on $10k1.03%

−12.3%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPM · SPY

4.5%LIN0.4%

3.7%NEM0.2%

3.3%FCX0.1%

4.5%SHW0.1%

Held in common1.7%

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	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	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.72%	−2.6%	+19.0%	+30.4%	+12.9%	+5.3%	−12.3%	$187M

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	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.72%	−2.6%	+19.0%	+30.4%	+12.9%	+5.3%	−12.3%	$187M

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

RSPM vs SPY

RSPM

Invesco S&P 500 Equal Weight Materials

$12,952

SPY

SPDR S&P 500

$17,099

MeasureRSPMSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield1.72%1.03%

5 years, per year+5.3%+11.3%

3 years, per year+12.9%+22.0%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y18.7%13.6%

5–1measures won
SPY first

1.7%

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: RSPM, SPY

Today

1.7%most shared, RSPM and SPY

RSPMSPY

RSPM—1.7%

SPY1.7%—

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

Income After Fees on $10,000

$132most kept, RSPM

RSPM$172 − $40 = $132

SPY$103 − $9 = $94

KeptFee

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