RWL vs SPY

ARWL

BSPY

Measures won5–1RWL wins · of 6 · 5Y

$10,000 · 5Y$18,809RWL · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.20%RWL · $120 on $10k

Smallest drop−6.6%RWL · worst fall in 1Y

Held in common57.5%RWL and SPY

RWL

SPY

Invesco S&P 500 Revenue ETF · $10.4BState Street SPDR S&P 500 ETF · $805B

+22.4%3 years · per year$18,344 · $18,174+22.0%

+13.5%5 years · per year$18,809 · $17,099+11.3%

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

1.20%12-mo yield$120 · $103 on $10k1.03%

−6.6%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

5–1RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · SPY

4.0%AMZN3.9%

2.5%AAPL7.7%

1.8%MSFT6.2%

2.1%BRK-B1.6%

Held in common57.5%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
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%	$804.8B

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.4B
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%	$804.8B

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

RWL vs SPY

RWL

Invesco S&P 500 Revenue

$18,809

SPY

SPDR S&P 500

$17,099

MeasureRWLSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.20%1.03%

5 years, per year+13.5%+11.3%

3 years, per year+22.4%+22.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.3%13.6%

5–1measures won
RWL first

57.5%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RWL, SPY

Today

57.5%most shared, RWL and SPY

RWLSPY

RWL—57.5%

SPY57.5%—

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

RWL$120 − $39 = $81

KeptFee

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