PBUS vs VOO

APBUS

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common91.1%PBUS and VOO

PBUS

VOO

Invesco MSCI USA ETF · $10.7BVanguard S&P 500 ETF · $1.00T

+22.2%3 years · per year$18,237 · $18,224+22.1%

+10.9%5 years · per year$16,780 · $17,156+11.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBUS · VOO

7.8%AAPL7.4%

7.0%NVDA8.4%

5.9%MSFT5.8%

3.9%AMZN3.7%

Held in common91.1%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.7B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	APBUS	Invesco MSCI USA ETFRead Desk	0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.7B

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

PBUS vs VOO

PBUS

Invesco MSCI USA

$16,780

VOO

Vanguard S&P 500

$17,156

MeasurePBUSVOO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.05%1.10%

5 years, per year+10.9%+11.4%

3 years, per year+22.2%+22.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.8%13.5%

5–1measures won
VOO first

91.1%

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: PBUS, VOO, IVV

Today

96.5%most shared, PBUS and IVV

PBUSVOOIVV

PBUS—91.1%96.5%

VOO91.1%—93.5%

IVV96.5%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

PBUS$105 − $4 = $101

KeptFee

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