TOPC vs RSP

ATOPC

BRSP

Measures won1–3RSP wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · RSP $14,986

Lowest cost0.03%IVV · $3 on $10k

Most income1.44%RSP · $144 on $10k

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

Held in common49.2%TOPC and RSP

iShares S&P 500 3% Capped ETF · $33MInvesco S&P 500 Equal Weight ETF · $106B

[…]3 years · per year[…] · $16,486+18.1%

[…]5 years · per year[…] · $14,986+8.4%

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

1.02%12-mo yield$102 · $144 on $10k1.44%

Cards for this view

TOPC

iShares S&P 500 3% Capped

[…]

RSP

Invesco S&P 500 Equal Weight

$14,986

MeasureTOPCRSP

Fee0.15%0.20%

Cost on $10k a year$15$20

Yield1.02%1.44%

5 years, per year[…]+8.4%

3 years, per year[…]+18.1%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y13.3%12.2%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.44%	−0.9%	+16.6%	+18.2%	+18.1%	+8.4%	−7.9%	$105.7B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BRSP	Invesco S&P 500 Equal Weight ETFRead Desk	0.20%	1.44%	−0.9%	+16.6%	+18.2%	+18.1%	+8.4%	−7.9%	$105.7B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.02%	−0.3%	+13.5%	+14.2%	new	new	−8.0%	$33M

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