Compare · 2 funds side by side · dividends reinvested

PWB and SPY

PWBInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,782PWB · best of the two

02 / 04

PWB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+14.3%+11.0%+29.9%+13.4%−13.8%25.4%$2.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PWB 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Growth ETF · $2.5B$18,782

PWB

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 32.7% in common

PWBMeasureSPY

+14.3%Year to dateJan 1 → Nov 4+13.3%

+11.0%1 yearTotal return+13.4%

+29.9%3 years · per year$10,000 became $21,903 · $19,132+24.1%

+13.4%5 years · per year$10,000 became $18,782 · $18,060+12.6%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−13.8%Worst dropSmaller is better−8.9%

25.4%VolatilityLower is calmer12.9%

PWBSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWB vs SPY: Top 5 Holdings

Today

PWB

19.3%in top 5

SPY

in top 527.3%

PWBStockSPY

not top 5NVDA7.7%

3.8%AAPL7.4%

not top 5MSFT5.9%

4.0%LLYnot top 5

3.9%Vnot top 5

3.8%METAnot top 5

3.8%MAnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common32.7%

End-of-day Nov 4, 2026 · share of each fund

PWB vs SPY Returns, Every Period

InvescoPWB

+13.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PWBSPYFaded: behind in that period

3–1PWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PWB vs SPY

YTD

InvescoPWB

+14.3%

SPYSPDR

+13.3%

+14.3%Year to date+13.3%

−13.8%Worst drop · 1Y−8.9%

25.4%Volatility · 1Y12.9%

0.0%Yield1.0%

$2.5BAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PWB0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PWB, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

PWB0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PWB$0 − $55 = −$55

KeptFee

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

Overlap: PWB, SPY

Today

32.7%most shared, PWB and SPY

PWBSPY

PWB—32.7%

SPY32.7%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

PWBWorst drop−13.8%25.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYPWB

+13.3%Year to date+14.3%

1.0%Yield0.0%

+13.4%Past year+11.0%

0.09%Fee0.55%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026