SPYV vs RSPE

ASPYV

BRSPE

Measures won4–1SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,168SPYV

Lowest cost0.04%SPYV · $4 on $10k

Most income1.66%SPYV · $166 on $10k

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

Held in common29.8%SPYV and RSPE

SPYV

RSPE

State Street SPDR Portfolio S&P 500 Value ETF · $39.0BInvesco ESG S&P 500 Equal Weight ETF · $76M

+19.6%3 years · per year$17,094 · $18,017+21.7%

+11.4%5 years · per year$17,168 · […][…]

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

1.66%12-mo yield$166 · $139 on $10k1.39%

−6.2%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins12.4%

4–1SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · RSPE

1.8%WMT0.6%

1.0%V0.6%

0.9%ABBV0.6%

0.8%LIN0.6%

Held in common29.8%

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	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	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

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	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	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.39%	−0.3%	+19.2%	+23.3%	+21.7%	new	−8.9%	$76M

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 RSPE

SPYV

SPDR Portfolio S&P 500 Value

$17,168

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

MeasureSPYVRSPE

Fee0.04%0.20%

Cost on $10k a year$4$20

Yield1.66%1.39%

5 years, per year+11.4%[…]

3 years, per year+19.6%+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.6%12.4%

4–1measures won
SPYV first

29.8%

holdings shared

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

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

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

Overlap: SPYV, RSPE

Today

29.8%most shared, SPYV and RSPE

SPYVRSPE

SPYV—29.8%

RSPE29.8%—

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

RSPE$139 − $20 = $119

KeptFee

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