PBW vs SPY

APBW

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PBW $3,191

Lowest cost0.09%SPY · $9 on $10k

Most income2.70%PBW · $270 on $10k

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

Held in common2.0%PBW and SPY

PBW

SPY

Invesco WilderHill Clean Energy ETF · $296MState Street SPDR S&P 500 ETF · $805B

+1.6%3 years · per year$10,496 · $18,174+22.0%

−20.4%5 years · per year$3,191 · $17,099+11.3%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

2.70%12-mo yield$270 · $103 on $10k1.03%

−47.1%Worst dropSmaller wins−8.9%

43.2%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBW · SPY

1.7%TSLA1.6%

1.5%PWR0.1%

1.5%MPWR0.1%

1.2%BE0.1%

Held in common2.0%

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%	$804.8B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M

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%	$804.8B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.70%	−6.6%	−17.7%	−19.0%	+1.6%	−20.4%	−47.1%	$296M

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

PBW vs SPY

PBW

Invesco WilderHill Clean Energy

$3,191

SPY

SPDR S&P 500

$17,099

MeasurePBWSPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield2.70%1.03%

5 years, per year−20.4%+11.3%

3 years, per year+1.6%+22.0%

Worst drop · 1Y−47.1%−8.9%

Volatility · 1Y43.2%13.6%

5–1measures won
SPY first

2.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBW, SPY

Today

2.0%most shared, PBW and SPY

PBWSPY

PBW—2.0%

SPY2.0%—

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

Income After Fees on $10,000

$207most kept, PBW

PBW$270 − $63 = $207

SPY$103 − $9 = $94

KeptFee

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