RSPS vs SPYM

ARSPS

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · RSPS $11,732

Lowest cost0.02%SPYM · $2 on $10k

Most income2.78%RSPS · $278 on $10k

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

Held in common5.2%RSPS and SPYM

RSPS

SPYM

Invesco S&P 500 Equal Weight Consumer Staples ETF · $265MState Street SPDR Portfolio S&P 500 ETF · $182B

+6.3%3 years · per year$12,023 · $18,082+21.8%

+3.2%5 years · per year$11,732 · $17,192+11.4%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

2.78%12-mo yield$278 · $105 on $10k1.05%

−12.2%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPS · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

RSPS

Invesco S&P 500 Equal Weight Consumer Staples

$11,732

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureRSPSSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield2.78%1.05%

5 years, per year+3.2%+11.4%

3 years, per year+6.3%+21.8%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y16.3%13.6%

5–1measures won
SPYM 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, SPYM

Today

5.2%most shared, RSPS and SPYM

RSPSSPYM

RSPS—5.2%

SPYM5.2%—

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

SPYM$105 − $2 = $103

KeptFee

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