RSPT vs DFVE

ARSPT

BDFVE

Measures won0–4DFVE wins · of 6 · 5Y

$10,000 · 5Y$20,978RSPT · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%DFVE · $133 on $10k

Smallest drop−7.8%DFVE · worst fall in 1Y

Held in common[…]RSPT and DFVE

RSPT

DFVE

Invesco S&P 500 Equal Weight Technology ETF · $5.8BDoubleLine Fortune 500 Equal Weight ETF · $46M

+33.7%3 years · per year$23,888 · […][…]

+16.0%5 years · per year$20,978 · […][…]

0.40%Expense ratio$40 · $20 on $10k · lower wins0.20%

0.25%12-mo yield$25 · $133 on $10k1.33%

−13.3%Worst dropSmaller wins−7.8%

26.6%VolatilityLower wins12.0%

0–4DFVE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsRSPT · DFVE

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	BDFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.25%	+0.8%	+36.5%	+33.3%	+33.7%	+16.0%	−13.3%	$5.8B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	BDFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.33%	−0.5%	+16.1%	+19.4%	new	new	−7.8%	$46M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RSPT vs DFVE

RSPT

Invesco S&P 500 Equal Weight Technology

$20,978

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

MeasureRSPTDFVE

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield0.25%1.33%

5 years, per year+16.0%[…]

3 years, per year+33.7%[…]

Worst drop · 1Y−13.3%−7.8%

Volatility · 1Y26.6%12.0%

4–0measures won
DFVE first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: RSPT, DFVE, IWF, VUG

Today

77.8%most shared, IWF and VUG

RSPTDFVEIWFVUG

RSPT—[…]20.9%21.3%

DFVE[…]—[…][…]

IWF20.9%[…]—77.8%

VUG21.3%[…]77.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$113most kept, DFVE

DFVE$133 − $20 = $113

VUG$41 − $3 = $38

IWF$37 − $18 = $19

RSPT$25 − $40 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee