PBP vs SPYM

APBP

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · PBP $14,047

Lowest cost0.02%SPYM · $2 on $10k

Most income11.72%PBP · $1,172 on $10k

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

Held in common99.6%PBP and SPYM

PBP

SPYM

Invesco S&P 500 BuyWrite ETF · $394MState Street SPDR Portfolio S&P 500 ETF · $182B

+13.8%3 years · per year$14,719 · $18,222+22.1%

+7.0%5 years · per year$14,047 · $17,164+11.4%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

11.72%12-mo yield$1,172 · $106 on $10k1.06%

−5.2%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBP · SPYM

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

Held in common99.6%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

PBP

Invesco S&P 500 BuyWrite

$14,048

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePBPSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield11.72%1.06%

5 years, per year+7.0%+11.4%

3 years, per year+13.8%+22.1%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y8.3%13.6%

3–3measures won
level

99.6%

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, SPYM

Today

99.6%most shared, PBP and SPYM

PBPSPYM

PBP—99.6%

SPYM99.6%—

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

SPYM$106 − $2 = $104

KeptFee

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