RSPT vs SPY

ARSPT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,237RSPT · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common18.3%RSPT and SPY

RSPT

SPY

Invesco S&P 500 Equal Weight Technology ETF · $5.8BState Street SPDR S&P 500 ETF · $819B

+29.4%3 years · per year$21,648 · $18,174+22.0%

+14.0%5 years · per year$19,237 · $17,099+11.3%

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

0.27%12-mo yield$27 · $103 on $10k1.03%

−17.7%Worst dropSmaller wins−8.9%

27.5%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPT · SPY

1.6%MSFT6.2%

1.5%AAPL7.7%

1.2%NVDA7.3%

1.2%AVGO2.3%

Held in common18.3%

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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.27%	−7.0%	+25.5%	+26.3%	+29.4%	+14.0%	−17.7%	$5.8B
2	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%	$818.5B

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	ARSPT	Invesco S&P 500 Equal Weight Technology ETFRead Desk		0.40%	0.27%	−7.0%	+25.5%	+26.3%	+29.4%	+14.0%	−17.7%	$5.8B
2	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%	$818.5B

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

RSPT vs SPY

RSPT

Invesco S&P 500 Equal Weight Technology

$19,237

SPY

SPDR S&P 500

$17,099

MeasureRSPTSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.27%1.03%

5 years, per year+14.0%+11.3%

3 years, per year+29.4%+22.0%

Worst drop · 1Y−17.7%−8.9%

Volatility · 1Y27.5%13.6%

4–2measures won
SPY first

18.3%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RSPT, SPY

Today

18.3%most shared, RSPT and SPY

RSPTSPY

RSPT—18.3%

SPY18.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RSPT$27 − $40 = −$13

KeptFee

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