RWL vs SPYM

ARWL

BSPYM

Measures won5–1RWL wins · of 6 · 5Y

$10,000 · 5Y$18,809RWL · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.20%RWL · $120 on $10k

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

Held in common57.5%RWL and SPYM

RWL

SPYM

Invesco S&P 500 Revenue ETF · $10.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.4%3 years · per year$18,344 · $18,222+22.1%

+13.5%5 years · per year$18,809 · $17,164+11.4%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

1.20%12-mo yield$120 · $106 on $10k1.06%

−6.6%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

5–1RWL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · SPYM

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%	$10.6B
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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.20%	−2.6%	+18.3%	+22.0%	+22.4%	+13.5%	−6.6%	$10.6B
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

RWL vs SPYM

RWL

Invesco S&P 500 Revenue

$18,809

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRWLSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield1.20%1.06%

5 years, per year+13.5%+11.4%

3 years, per year+22.4%+22.1%

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$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: RWL, SPYM

Today

57.5%most shared, RWL and SPYM

RWLSPYM

RWL—57.5%

SPYM57.5%—

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

RWL$120 − $39 = $81

KeptFee

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