RSPR vs SPY

ARSPR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RSPR $10,483

Lowest cost0.09%SPY · $9 on $10k

Most income2.84%RSPR · $284 on $10k

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

Held in common1.8%RSPR and SPY

RSPR

SPY

Invesco S&P 500 Equal Weight Real Estate ETF · $85MState Street SPDR S&P 500 ETF · $805B

+12.5%3 years · per year$14,242 · $18,174+22.0%

+0.9%5 years · per year$10,483 · $17,099+11.3%

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

2.84%12-mo yield$284 · $103 on $10k1.03%

−12.6%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPR · SPY

3.4%WELL0.3%

3.1%PLD0.2%

3.2%EQIX0.2%

3.6%AMT0.1%

Held in common1.8%

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%	$804.8B
2	ARSPR	Invesco S&P 500 Equal Weight Real Estate ETFRead Desk		0.40%	2.84%	−1.8%	+9.7%	+10.4%	+12.5%	+0.9%	−12.6%	$85M

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%	$804.8B
2	ARSPR	Invesco S&P 500 Equal Weight Real Estate ETFRead Desk		0.40%	2.84%	−1.8%	+9.7%	+10.4%	+12.5%	+0.9%	−12.6%	$85M

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

RSPR vs SPY

RSPR

Invesco S&P 500 Equal Weight Real Estate

$10,483

SPY

SPDR S&P 500

$17,099

MeasureRSPRSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield2.84%1.03%

5 years, per year+0.9%+11.3%

3 years, per year+12.5%+22.0%

Worst drop · 1Y−12.6%−8.9%

Volatility · 1Y15.3%13.6%

5–1measures won
SPY first

1.8%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSPR, SPY

Today

1.8%most shared, RSPR and SPY

RSPRSPY

RSPR—1.8%

SPY1.8%—

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

Income After Fees on $10,000

$244most kept, RSPR

RSPR$284 − $40 = $244

SPY$103 − $9 = $94

KeptFee

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