PBP vs SPY

APBP

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PBP $14,047

Lowest cost0.09%SPY · $9 on $10k

Most income11.72%PBP · $1,172 on $10k

Smallest drop−5.2%PBP · worst fall in 1Y

Held in common99.5%PBP and SPY

PBP

SPY

Invesco S&P 500 BuyWrite ETF · $394MState Street SPDR S&P 500 ETF · $819B

+13.8%3 years · per year$14,719 · $18,174+22.0%

+7.0%5 years · per year$14,047 · $17,099+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

11.72%12-mo yield$1,172 · $103 on $10k1.03%

−5.2%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBP · SPY

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common99.5%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APBP	Invesco S&P 500 BuyWrite ETFRead Desk		0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$394M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APBP	Invesco S&P 500 BuyWrite ETFRead Desk		0.29%	11.72%	−3.5%	+7.6%	+12.2%	+13.8%	+7.0%	−5.2%	$394M

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

Cards for this view

PBP vs SPY

PBP

Invesco S&P 500 BuyWrite

$14,048

SPY

SPDR S&P 500

$17,099

MeasurePBPSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield11.72%1.03%

5 years, per year+7.0%+11.3%

3 years, per year+13.8%+22.0%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y8.3%13.6%

3–3measures won
level

99.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBP, SPY

Today

99.5%most shared, PBP and SPY

PBPSPY

PBP—99.5%

SPY99.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee