PBW vs IVV

APBW

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.55%PBW · $255 on $10k

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

Held in common1.9%PBW and IVV

PBW

IVV

Invesco WilderHill Clean Energy ETF · $299MiShares Core S&P 500 ETF · $850B

+4.1%3 years · per year$11,276 · $18,084+21.8%

−19.7%5 years · per year$3,341 · $17,177+11.4%

0.63%Expense ratio$63 · $3 on $10k · lower wins0.03%

2.55%12-mo yield$255 · $114 on $10k1.14%

−47.1%Worst dropSmaller wins−8.9%

43.3%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBW · IVV

1.6%TSLA1.5%

1.4%PWR0.1%

1.4%MPWR0.1%

1.1%BE0.1%

Held in common1.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$299M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.55%	+6.1%	−12.7%	−18.8%	+4.1%	−19.7%	−47.1%	$299M

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

PBW vs IVV

PBW

Invesco WilderHill Clean Energy

$3,340

IVV

iShares Core S&P 500

$17,177

MeasurePBWIVV

Fee0.63%0.03%

Cost on $10k a year$63$3

Yield2.55%1.14%

5 years, per year−19.7%+11.4%

3 years, per year+4.1%+21.8%

Worst drop · 1Y−47.1%−8.9%

Volatility · 1Y43.3%13.6%

5–1measures won
IVV first

1.9%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PBW, IVV, VOO

Today

92.2%most shared, IVV and VOO

PBWIVVVOO

PBW—1.9%1.9%

IVV1.9%—92.2%

VOO1.9%92.2%—

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

Income After Fees on $10,000

$192most kept, PBW

PBW$255 − $63 = $192

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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