TOPC vs RSP

ATOPC

BRSP

Measures won1–3RSP wins · of 6 · 5Y

$10,000 · 5Y$15,514RSP

Lowest cost0.15%TOPC · $15 on $10k

Most income1.42%RSP · $142 on $10k

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

Held in common49.0%TOPC and RSP

TOPC

RSP

iShares S&P 500 3% Capped ETF · $33MInvesco S&P 500 Equal Weight ETF · $102B

[…]3 years · per year[…] · $17,404+20.3%

[…]5 years · per year[…] · $15,514+9.2%

0.15%Expense ratio$15 · $20 on $10k · lower wins0.20%

1.02%12-mo yield$102 · $142 on $10k1.42%

−8.0%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins11.6%

1–3RSP wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOPC · RSP

0.3%ACN0.3%

2.1%LLY0.2%

0.3%ISRG0.2%

0.2%LMT0.2%

Held in common49.0%

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

Both

5Y2 funds

#			Trend
1	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
2	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

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

Both

5Y2 funds

#			Trend
1	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
2	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.02%	+1.5%	+14.0%	+15.1%	new	new	−8.0%	$33M

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

TOPC vs RSP

TOPC

iShares S&P 500 3% Capped

[…]

RSP

Invesco S&P 500 Equal Weight

$15,514

MeasureTOPCRSP

Fee0.15%0.20%

Cost on $10k a year$15$20

Yield1.02%1.42%

5 years, per year[…]+9.2%

3 years, per year[…]+20.3%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y12.3%11.6%

3–1measures won
RSP first

49.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: TOPC, RSP

Today

49.0%most shared, TOPC and RSP

TOPCRSP

TOPC—49.0%

RSP49.0%—

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

Income After Fees on $10,000

$122most kept, RSP

RSP$142 − $20 = $122

TOPC$102 − $15 = $87

KeptFee

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