SPYV vs RSP

ASPYV

BRSP

Measures won5–1SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,168SPYV · VTI $16,880

Lowest cost0.03%VTI · $3 on $10k

Most income1.66%SPYV · $166 on $10k

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

Held in common51.3%SPYV and RSP

SPYV

RSP

State Street SPDR Portfolio S&P 500 Value ETF · $39.0BInvesco S&P 500 Equal Weight ETF · $101B

+19.6%3 years · per year$17,094 · $17,221+19.9%

+11.4%5 years · per year$17,168 · $15,029+8.5%

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

1.66%12-mo yield$166 · $145 on $10k1.45%

−6.2%Worst dropSmaller wins−7.9%

9.6%VolatilityLower wins11.5%

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%

1.8%WMT0.2%

Held in common51.3%

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

All Three

5Y3 funds

#
1	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.66%	−0.6%	+13.8%	+16.1%	+19.6%	+11.4%	−6.2%	$39.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	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

All Three

5Y3 funds

#
1	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk	0.04%	1.66%	−0.6%	+13.8%	+16.1%	+19.6%	+11.4%	−6.2%	$39.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
3	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

SPYV vs RSP

SPYV

SPDR Portfolio S&P 500 Value

$17,168

RSP

Invesco S&P 500 Equal Weight

$15,029

MeasureSPYVRSP

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.66%1.45%

5 years, per year+11.4%+8.5%

3 years, per year+19.6%+19.9%

Worst drop · 1Y−6.2%−7.9%

Volatility · 1Y9.6%11.5%

5–1measures won
SPYV first

51.3%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

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: SPYV, RSP, VTI

Today

52.2%most shared, SPYV and VTI

SPYVRSPVTI

SPYV—51.3%52.2%

RSP51.3%—38.9%

VTI52.2%38.9%—

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

Income After Fees on $10,000

$162most kept, SPYV

SPYV$166 − $4 = $162

RSP$145 − $20 = $125

VTI$106 − $3 = $103

KeptFee

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