RSPT vs SPYM

ARSPT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,237RSPT · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common18.3%RSPT and SPYM

RSPT

SPYM

Invesco S&P 500 Equal Weight Technology ETF · $5.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+29.4%3 years · per year$21,648 · $18,222+22.1%

+14.0%5 years · per year$19,237 · $17,164+11.4%

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

0.27%12-mo yield$27 · $106 on $10k1.06%

−17.7%Worst dropSmaller wins−8.9%

27.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRSPT · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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 SPYM

RSPT

Invesco S&P 500 Equal Weight Technology

$19,237

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRSPTSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield0.27%1.06%

5 years, per year+14.0%+11.4%

3 years, per year+29.4%+22.1%

Worst drop · 1Y−17.7%−8.9%

Volatility · 1Y27.5%13.6%

4–2measures won
SPYM 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, SPYM

Today

18.3%most shared, RSPT and SPYM

RSPTSPYM

RSPT—18.3%

SPYM18.3%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

RSPT$27 − $40 = −$13

KeptFee

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