XLEM vs RSP

AXLEM

BRSP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,884RSP

Lowest cost0.12%XLEM · $12 on $10k

Most income1.47%RSP · $147 on $10k

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

Held in common1.1%XLEM and RSP

XLEM

RSP

State Street S&P 500 Energy Market Sector SPDR ETF · $0MInvesco S&P 500 Equal Weight ETF · $102B

[…]3 years · per year[…] · $16,642+18.5%

[…]5 years · per year[…] · $14,884+8.3%

0.12%Expense ratio$12 · $20 on $10k · lower wins0.20%

0.00%12-mo yield$0 · $147 on $10k1.47%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins12.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLEM · RSP

9.5%XOM0.2%

2.6%CVX0.2%

1.0%COP0.2%

0.5%PSX0.2%

Held in common1.1%

End-of-day Nov 6, 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%	1.47%	−0.4%	+14.1%	+17.2%	+18.5%	+8.3%	−7.9%	$101.8B
2	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk		0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

End-of-day Nov 6, 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%	1.47%	−0.4%	+14.1%	+17.2%	+18.5%	+8.3%	−7.9%	$101.8B
2	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk		0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLEM vs RSP

XLEM

S&P 500 Energy Market Sector SPDR

[…]

RSP

Invesco S&P 500 Equal Weight

$14,884

MeasureXLEMRSP

Fee0.12%0.20%

Cost on $10k a year$12$20

Yield0.00%1.47%

5 years, per year[…]+8.3%

3 years, per year[…]+18.5%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]12.0%

1–1measures won
level

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLEM, RSP

Today

1.1%most shared, XLEM and RSP

XLEMRSP

XLEM—1.1%

RSP1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$127most kept, RSP

RSP$147 − $20 = $127

XLEM$0 − $12 = −$12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee