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With 2024 just ended, here are the 1-year, 5-year and 10-year CAGRs for SPY and equal-weight RSP.

         CAGRs

         1-year    5-year     10-year
         ======   =======     =======
SPY       25.0%     15.7%       13.2%

RSP       12.8%     10.5%       10.0%

Starting 10 years ago on 12/31/2014, here are the amounts an initial $100K investment would have grown to.

SPY: $345,513

RSP: $259,374

Mechinv
Getting rich doesn't have to be complicated

Following 6 of the Equal weighted index funds. While these are closely correlated neither QQQE OR RSP had outstanding performance this year.

      6- QEW: Equal-Wt'd ETF's       Momentum     Equity     LT-12m  IT-6m   IT-3m  ST-1m  6-RRS()    TMAC
Wednesday, January 1, 2025            Symbol     Style Box   ROC252  ROC126  ROC63  ROC21   %Rank   Status:
iShares:MSCI USA EW (ARCX:EUSA)      EUSA      Mid Blend      18.8%   13.3%   3.5%  -7.4%    74%      HTD
Invesco S&P 100 Eq Wght (ARCX:EQWL)  EQWL      Large Value    21.5%   12.1%   2.5%  -5.0%    62%      HTD
FT:Dow 30 Equal Weight (ARCX:EDOW)   EDOW      Large Value    13.9%   11.8%   4.7%  -4.6%    58%      BUY
Invesco Rus 1000 EW (ARCX:EQAL)      EQAL      Mid Blend      17.3%   13.0%   2.9%  -8.0%    48%      HTD
Direxion:NASDAQ-100 EWI (XNAS:QQQE)  QQQE      Large Growth    8.8%    8.1%   3.7%  -6.4%    30%      BUY
Invesco S&P500 EWght (ARCX:RSP)      RSP       Mid Blend      17.4%   10.9%   0.9%  -7.1%    28%      HTD

GD_

With 2024 just ended, here are the 1-year, 5-year and 10-year CAGRs for SPY and equal-weight RSP.

Put the 20 year in there too, as it seems RSP outperforms.

It may very well be that megacaps will become gigacaps and even teracaps over the next 10 years, and SPY will continue to outperform.
Somehow I usually think that could be a depressing world, where a handful of huge companies and rich persons have all most all of the power.
(are we there yet?)

It's a tough one. My logical part says go with RSP at the moment. But my emotional one says SPY.
I chose RSP and VBK for one of my kids' account with a 30-40 year investing horizon.
(and top 3 from a high-flying MI screen :) )


Mark

Looking at the quote change of the S&P500 compared the RSP does not account for the underlying mechanics.

Imagine two large 1m analog clocks moving up a 3m wall on a rope, one taking 10 minutes to reach the top, and the other taking 8 minutes to reach the top. Imagine it is dark and the two clock's second hands have an LED lights at their tip. The lights move up the wall but in spirals, often moving up and often moving down.

To make a bet on which light will reach the top of the wall first, what you want to track is the fixed rate of change of the clock moving, not the rate of chance of the clock's second hand movement.

You also may see the pattern, and avoid the clock in which the light has recently zoomed up, working out that it usually slows down after that, and better to find the hand that has recently fallen downwards.

If in doubt, ignore the LEDs completely, and try to work out which clock is moving up the wall faster, then bet on its hand over the long-term - that works well for walls that are 10 or more meters high.

As this subject relates more to index investing, I have written my post on the Index Investing board:

https://www.shrewdm.com/MB?pid=225877116

- Manlobbi

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