KBWP vs SPYM

AKBWP

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,403KBWP · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.75%KBWP · $175 on $10k

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

Held in common1.4%KBWP and SPYM

KBWP

SPYM

Invesco KBW Property & Casualty Insurance ETF · $305MState Street SPDR Portfolio S&P 500 ETF · $179B

+18.5%3 years · per year$16,645 · $18,161+22.0%

+14.2%5 years · per year$19,403 · $17,553+11.9%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

1.75%12-mo yield$175 · $103 on $10k1.03%

−12.0%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWP · SPYM

7.9%PGR0.2%

8.2%CB0.2%

8.2%MRSH0.2%

8.2%TRV0.1%

Held in common1.4%

End-of-day Nov 9, 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	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk	0.35%	1.75%	+0.3%	+11.8%	+20.3%	+18.5%	+14.2%	−12.0%	$305M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AKBWP	Invesco KBW Property & Casualty Insurance ETFRead Desk	0.35%	1.75%	+0.3%	+11.8%	+20.3%	+18.5%	+14.2%	−12.0%	$305M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KBWP vs SPYM

KBWP

Invesco KBW Property & Casualty Insurance

$19,403

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureKBWPSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.75%1.03%

5 years, per year+14.2%+11.9%

3 years, per year+18.5%+22.0%

Worst drop · 1Y−12.0%−8.9%

Volatility · 1Y18.3%13.7%

4–2measures won
SPYM first

1.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: KBWP, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

KBWPSPYMIVV

KBWP—1.4%1.4%

SPYM1.4%—99.9%

IVV1.4%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, KBWP

KBWP$175 − $35 = $140

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee