FPWR vs SPY

AFPWR

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FPWR $17,212

Lowest cost0.09%SPY · $9 on $10k

Most income2.09%FPWR · $209 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.8%FPWR and SPY

FPWR

SPY

First Trust EIP Power Solutions ETF · $34MState Street SPDR S&P 500 ETF · $805B

+21.1%3 years · per year$17,771 · $19,132+24.1%

+11.5%5 years · per year$17,212 · $18,060+12.6%

0.96%Expense ratio$96 · $9 on $10k · lower wins0.09%

2.09%12-mo yield$209 · $99 on $10k0.99%

−9.3%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPWR · SPY

1.8%NEE0.3%

2.3%SO0.2%

0.5%PWR0.2%

3.6%DUK0.2%

Held in common2.8%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFPWR	First Trust EIP Power Solutions ETFRead Desk		0.96%	2.09%	−0.3%	+14.5%	+14.0%	+21.1%	+11.5%	−9.3%	$34M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFPWR	First Trust EIP Power Solutions ETFRead Desk		0.96%	2.09%	−0.3%	+14.5%	+14.0%	+21.1%	+11.5%	−9.3%	$34M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPWR vs SPY

FPWR

First Trust EIP Power Solutions

$17,212

SPY

SPDR S&P 500

$18,060

MeasureFPWRSPY

Fee0.96%0.09%

Cost on $10k a year$96$9

Yield2.09%0.99%

5 years, per year+11.5%+12.6%

3 years, per year+21.1%+24.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y11.6%12.9%

4–2measures won
SPY first

2.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FPWR, SPY

Today

2.8%most shared, FPWR and SPY

FPWRSPY

FPWR—2.8%

SPY2.8%—

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

Income After Fees on $10,000

$113most kept, FPWR

FPWR$209 − $96 = $113

SPY$99 − $9 = $90

KeptFee

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