FPWR vs SPY

AFPWR

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income2.13%FPWR · $213 on $10k

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

Held in common2.7%FPWR and SPY

FPWR

SPY

First Trust EIP Power Solutions ETF · $33MState Street SPDR S&P 500 ETF · $819B

+19.8%3 years · per year$17,178 · $18,039+21.7%

+10.9%5 years · per year$16,800 · $17,118+11.3%

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

2.13%12-mo yield$213 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPWR · SPY

1.9%NEE0.3%

2.3%SO0.2%

3.8%DUK0.2%

0.2%CEG0.1%

Held in common2.7%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFPWR	First Trust EIP Power Solutions ETFRead Desk	0.96%	2.13%	−0.5%	+12.6%	+11.5%	+19.8%	+10.9%	−9.3%	$33M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFPWR	First Trust EIP Power Solutions ETFRead Desk	0.96%	2.13%	−0.5%	+12.6%	+11.5%	+19.8%	+10.9%	−9.3%	$33M

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

FPWR vs SPY

FPWR

First Trust EIP Power Solutions

$16,800

SPY

SPDR S&P 500

$17,118

MeasureFPWRSPY

Fee0.96%0.09%

Cost on $10k a year$96$9

Yield2.13%1.03%

5 years, per year+10.9%+11.3%

3 years, per year+19.8%+21.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y11.6%13.6%

4–2measures won
SPY first

2.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: FPWR, SPY, IVV

Today

99.9%most shared, SPY and IVV

FPWRSPYIVV

FPWR—2.7%2.7%

SPY2.7%—99.9%

IVV2.7%99.9%—

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

Income After Fees on $10,000

$117most kept, FPWR

FPWR$213 − $96 = $117

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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