SPYM vs RSP

ASPYM

BRSP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · RSP $15,029

Lowest cost0.02%SPYM · $2 on $10k

Most income1.45%RSP · $145 on $10k

Smallest drop−7.9%RSP · worst fall in 1Y

Held in common43.2%SPYM and RSP

SPYM

RSP

State Street SPDR Portfolio S&P 500 ETF · $185BInvesco S&P 500 Equal Weight ETF · $101B

+24.1%3 years · per year$19,092 · $17,221+19.9%

+12.2%5 years · per year$17,749 · $15,029+8.5%

0.02%Expense ratio$2 · $20 on $10k · lower wins0.20%

1.03%12-mo yield$103 · $145 on $10k1.45%

−8.9%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · RSP

1.7%LLY0.2%

0.2%ISRG0.2%

0.8%WMT0.2%

0.4%AMGN0.2%

Held in common43.2%

End-of-day Nov 3, 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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.45%	−0.3%	+15.8%	+18.5%	+19.9%	+8.5%	−7.9%	$101.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk		0.20%	1.45%	−0.3%	+15.8%	+18.5%	+19.9%	+8.5%	−7.9%	$101.4B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYM vs RSP

SPYM

SPDR Portfolio S&P 500

$17,749

RSP

Invesco S&P 500 Equal Weight

$15,029

MeasureSPYMRSP

Fee0.02%0.20%

Cost on $10k a year$2$20

Yield1.03%1.45%

5 years, per year+12.2%+8.5%

3 years, per year+24.1%+19.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.7%11.5%

3–3measures won
level

43.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPYM, RSP

Today

43.2%most shared, SPYM and RSP

SPYMRSP

SPYM—43.2%

RSP43.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, RSP

RSP$145 − $20 = $125

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee