RSPU vs VOO

ARSPU

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.67%RSPU · $267 on $10k

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

Held in common1.9%RSPU and VOO

RSPU

VOO

Invesco S&P 500 Equal Weight Utilities ETF · $528MVanguard S&P 500 ETF · $1.00T

+17.2%3 years · per year$16,078 · $18,079+21.8%

+10.4%5 years · per year$16,402 · $17,177+11.4%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

2.67%12-mo yield$267 · $110 on $10k1.10%

−15.9%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRSPU · VOO

3.4%NEE0.2%

3.4%SO0.1%

3.4%DUK0.1%

2.6%CEG0.1%

Held in common1.9%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ARSPU	Invesco S&P 500 Equal Weight Utilities ETFRead Desk	0.40%	2.67%	−0.2%	+4.6%	+1.7%	+17.2%	+10.4%	−15.9%	$528M

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ARSPU	Invesco S&P 500 Equal Weight Utilities ETFRead Desk	0.40%	2.67%	−0.2%	+4.6%	+1.7%	+17.2%	+10.4%	−15.9%	$528M

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

RSPU vs VOO

RSPU

Invesco S&P 500 Equal Weight Utilities

$16,402

VOO

Vanguard S&P 500

$17,177

MeasureRSPUVOO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield2.67%1.10%

5 years, per year+10.4%+11.4%

3 years, per year+17.2%+21.8%

Worst drop · 1Y−15.9%−8.9%

Volatility · 1Y15.1%13.5%

5–1measures won
VOO first

1.9%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RSPU, VOO, IVV

Today

92.2%most shared, VOO and IVV

RSPUVOOIVV

RSPU—1.9%2.1%

VOO1.9%—92.2%

IVV2.1%92.2%—

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

Income After Fees on $10,000

$227most kept, RSPU

RSPU$267 − $40 = $227

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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