RSPS vs SPY

ARSPS

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · RSPS $11,732

Lowest cost0.09%SPY · $9 on $10k

Most income2.78%RSPS · $278 on $10k

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

Held in common5.2%RSPS and SPY

RSPS

SPY

Invesco S&P 500 Equal Weight Consumer Staples ETF · $265MState Street SPDR S&P 500 ETF · $819B

+6.3%3 years · per year$12,023 · $18,039+21.7%

+3.2%5 years · per year$11,732 · $17,118+11.3%

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

2.78%12-mo yield$278 · $103 on $10k1.03%

−12.2%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPS · SPY

3.4%WMT0.9%

3.3%COST0.7%

3.3%PG0.6%

3.1%KO0.6%

Held in common5.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ARSPS	Invesco S&P 500 Equal Weight Consumer Staples ETFRead Desk		0.40%	2.78%	−1.4%	+12.4%	+15.5%	+6.3%	+3.2%	−12.2%	$265M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ARSPS	Invesco S&P 500 Equal Weight Consumer Staples ETFRead Desk		0.40%	2.78%	−1.4%	+12.4%	+15.5%	+6.3%	+3.2%	−12.2%	$265M

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

RSPS vs SPY

RSPS

Invesco S&P 500 Equal Weight Consumer Staples

$11,732

SPY

SPDR S&P 500

$17,118

MeasureRSPSSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield2.78%1.03%

5 years, per year+3.2%+11.3%

3 years, per year+6.3%+21.7%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y16.3%13.6%

5–1measures won
SPY first

5.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RSPS, SPY

Today

5.2%most shared, RSPS and SPY

RSPSSPY

RSPS—5.2%

SPY5.2%—

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

Income After Fees on $10,000

$238most kept, RSPS

RSPS$278 − $40 = $238

SPY$103 − $9 = $94

KeptFee

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