RWK vs SPY

ARWK

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RWK $16,798

Lowest cost0.09%SPY · $9 on $10k

Most income1.06%RWK · $106 on $10k

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

Held in common0.0%RWK and SPY

RWK

SPY

Invesco S&P MidCap 400 Revenue ETF · $1.4BState Street SPDR S&P 500 ETF · $819B

+18.9%3 years · per year$16,826 · $18,174+22.0%

+10.9%5 years · per year$16,798 · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.06%12-mo yield$106 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWK · SPY

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

Held in common0.0%

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	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
2	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk		0.39%	1.06%	−3.5%	+15.1%	+19.3%	+18.9%	+10.9%	−11.1%	$1.4B

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	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
2	ARWK	Invesco S&P MidCap 400 Revenue ETFRead Desk		0.39%	1.06%	−3.5%	+15.1%	+19.3%	+18.9%	+10.9%	−11.1%	$1.4B

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

RWK vs SPY

RWK

Invesco S&P MidCap 400 Revenue

$16,798

SPY

SPDR S&P 500

$17,099

MeasureRWKSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.06%1.03%

5 years, per year+10.9%+11.3%

3 years, per year+18.9%+22.0%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y16.0%13.6%

5–1measures won
SPY first

0.0%

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: RWK, SPY

Today

0.0%most shared, RWK and SPY

RWKSPY

RWK—0.0%

SPY0.0%—

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

RWK$106 − $39 = $67

KeptFee

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