PBW vs SPYM

APBW

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · PBW $3,572

Lowest cost0.02%SPYM · $2 on $10k

Most income2.54%PBW · $254 on $10k

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

Held in common2.1%PBW and SPYM

PBW

SPYM

Invesco WilderHill Clean Energy ETF · $286MState Street SPDR Portfolio S&P 500 ETF · $185B

+4.0%3 years · per year$11,244 · $19,092+24.1%

−18.6%5 years · per year$3,572 · $17,749+12.2%

0.63%Expense ratio$63 · $2 on $10k · lower wins0.02%

2.54%12-mo yield$254 · $103 on $10k1.03%

−47.1%Worst dropSmaller wins−8.9%

43.0%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBW · SPYM

1.8%TSLA1.7%

1.6%PWR0.1%

1.2%BE0.1%

1.5%MPWR0.1%

Held in common2.1%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$286M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk		0.63%	2.54%	+3.7%	−12.5%	−19.9%	+4.0%	−18.6%	−47.1%	$286M

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

Cards for this view

PBW vs SPYM

PBW

Invesco WilderHill Clean Energy

$3,572

SPYM

SPDR Portfolio S&P 500

$17,749

MeasurePBWSPYM

Fee0.63%0.02%

Cost on $10k a year$63$2

Yield2.54%1.03%

5 years, per year−18.6%+12.2%

3 years, per year+4.0%+24.1%

Worst drop · 1Y−47.1%−8.9%

Volatility · 1Y43.0%12.7%

5–1measures won
SPYM first

2.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PBW, SPYM

Today

2.1%most shared, PBW and SPYM

PBWSPYM

PBW—2.1%

SPYM2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$191most kept, PBW

PBW$254 − $63 = $191

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee