RSPT vs DFVE

ARSPT

BDFVE

Measures won0–4DFVE wins · of 6 · 5Y

$10,000 · 5Y$19,337RSPT · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFVE · $135 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 · $5.4BDoubleLine Fortune 500 Equal Weight ETF · $48M

+29.4%3 years · per year$21,655 · […][…]

+14.1%5 years · per year$19,337 · […][…]

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

0.27%12-mo yield$27 · $135 on $10k1.35%

−17.7%Worst dropSmaller wins−7.8%

27.4%VolatilityLower wins12.6%

0–4DFVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPT · DFVE

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

Held in common[…]

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

All Three

5Y3 funds

#
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.27%	+0.8%	+26.5%	+25.3%	+29.4%	+14.1%	−17.7%	$5.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.35%	−0.5%	+14.2%	+17.6%	new	new	−7.8%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk	0.40%	0.27%	+0.8%	+26.5%	+25.3%	+29.4%	+14.1%	−17.7%	$5.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BDFVE	DoubleLine Fortune 500 Equal Weight ETFRead Desk	0.20%	1.35%	−0.5%	+14.2%	+17.6%	new	new	−7.8%	$48M

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

RSPT vs DFVE

RSPT

Invesco S&P 500 Equal Weight Technology

$19,337

DFVE

DoubleLine Fortune 500 Equal Weight

[…]

MeasureRSPTDFVE

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield0.27%1.35%

5 years, per year+14.1%[…]

3 years, per year+29.4%[…]

Worst drop · 1Y−17.7%−7.8%

Volatility · 1Y27.4%12.6%

4–0measures won
DFVE first

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: RSPT, DFVE, VUG

Today

21.1%most shared, RSPT and VUG

RSPTDFVEVUG

RSPT—[…]21.1%

DFVE[…]—[…]

VUG21.1%[…]—

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

Income After Fees on $10,000

$115most kept, DFVE

DFVE$135 − $20 = $115

VUG$42 − $3 = $39

RSPT$27 − $40 = −$13

KeptFee

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