RSPM vs VUG

ARSPM

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · RSPM $12,943

Lowest cost0.03%VUG · $3 on $10k

Most income1.73%RSPM · $173 on $10k

Smallest drop−12.3%RSPM · worst fall in 1Y

Held in common0.4%RSPM and VUG

RSPM

VUG

Invesco S&P 500 Equal Weight Materials ETF · $181MVanguard Morningstar Growth ETF · $233B

+12.7%3 years · per year$14,325 · $18,415+22.6%

+5.3%5 years · per year$12,943 · $16,124+10.0%

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

1.73%12-mo yield$173 · $42 on $10k0.42%

−12.3%Worst dropSmaller wins−15.1%

18.7%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRSPM · VUG

4.6%ECL0.2%

4.7%VMC0.1%

4.3%MLM0.1%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
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	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.73%	−0.8%	+18.1%	+28.0%	+12.7%	+5.3%	−12.3%	$181M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ARSPM	Invesco S&P 500 Equal Weight Materials ETFRead Desk		0.40%	1.73%	−0.8%	+18.1%	+28.0%	+12.7%	+5.3%	−12.3%	$181M

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

RSPM vs VUG

RSPM

Invesco S&P 500 Equal Weight Materials

$12,943

VUG

Vanguard Morningstar Growth

$16,124

MeasureRSPMVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.73%0.42%

5 years, per year+5.3%+10.0%

3 years, per year+12.7%+22.6%

Worst drop · 1Y−12.3%−15.1%

Volatility · 1Y18.7%19.0%

3–3measures won
level

0.4%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RSPM, VUG

Today

0.4%most shared, RSPM and VUG

RSPMVUG

RSPM—0.4%

VUG0.4%—

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

Income After Fees on $10,000

$133most kept, RSPM

RSPM$173 − $40 = $133

VUG$42 − $3 = $39

KeptFee

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