SPYV vs RSP

ASPYV

BRSP

Measures won5–1SPYV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPYV $17,769

Lowest cost0.03%IVV · $3 on $10k

Most income1.62%SPYV · $162 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common51.6%SPYV and RSP

SPYV

RSP

State Street SPDR Portfolio S&P 500 Value ETF · $38.6BInvesco S&P 500 Equal Weight ETF · $102B

+19.8%3 years · per year$17,206 · $17,404+20.3%

+12.2%5 years · per year$17,769 · $15,514+9.2%

0.04%Expense ratio$4 · $20 on $10k · lower wins0.20%

1.62%12-mo yield$162 · $142 on $10k1.42%

−6.2%Worst dropSmaller wins−7.9%

9.8%VolatilityLower wins11.6%

5–1SPYV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYV · RSP

0.5%ACN0.3%

0.3%MRNA0.3%

0.4%LMT0.2%

0.3%REGN0.2%

Held in common51.6%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B
3	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.42%	+1.9%	+18.0%	+21.0%	+20.3%	+9.2%	−7.9%	$101.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B
3	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.42%	+1.9%	+18.0%	+21.0%	+20.3%	+9.2%	−7.9%	$101.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYV vs RSP

SPYV

SPDR Portfolio S&P 500 Value

$17,769

RSP

Invesco S&P 500 Equal Weight

$15,514

MeasureSPYVRSP

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.62%1.42%

5 years, per year+12.2%+9.2%

3 years, per year+19.8%+20.3%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y9.8%11.6%

5–1measures won
SPYV first

51.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: SPYV, RSP, IVV

Today

60.3%most shared, SPYV and IVV

SPYVRSPIVV

SPYV—51.6%60.3%

RSP51.6%—43.8%

IVV60.3%43.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

RSP$142 − $20 = $122

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee