TOPC vs RSPE

ATOPC

BRSPE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.15%TOPC · $15 on $10k

Most income1.38%RSPE · $138 on $10k

Smallest drop−8.0%TOPC · worst fall in 1Y

Held in common27.8%TOPC and RSPE

TOPC

RSPE

iShares S&P 500 3% Capped ETF · $33MInvesco ESG S&P 500 Equal Weight ETF · $75M

[…]3 years · per year[…] · $17,457+20.4%

[…]5 years · per year[…]

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

1.04%12-mo yield$104 · $138 on $10k1.38%

−8.0%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTOPC · RSPE

1.1%WMT0.6%

1.0%ABBV0.6%

1.4%V0.6%

1.0%MA0.6%

Held in common27.8%

End-of-day Nov 9, 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							5Y/yr
1	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.04%	+2.8%	+12.2%	+14.9%	new	new	−8.0%	$33M
2	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.38%	+2.2%	+20.6%	+25.9%	+20.4%	new	−8.9%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ATOPC	iShares S&P 500 3% Capped ETFRead Desk		0.15%	1.04%	+2.8%	+12.2%	+14.9%	new	new	−8.0%	$33M
2	BRSPE	Invesco ESG S&P 500 Equal Weight ETFRead Desk		0.20%	1.38%	+2.2%	+20.6%	+25.9%	+20.4%	new	−8.9%	$75M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOPC vs RSPE

TOPC

iShares S&P 500 3% Capped

[…]

RSPE

Invesco ESG S&P 500 Equal Weight

[…]

MeasureTOPCRSPE

Fee0.15%0.20%

Cost on $10k a year$15$20

Yield1.04%1.38%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.3%13.1%

2–2measures won
level

27.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TOPC, RSPE

Today

27.8%most shared, TOPC and RSPE

TOPCRSPE

TOPC—27.8%

RSPE27.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, RSPE

RSPE$138 − $20 = $118

TOPC$104 − $15 = $89

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee