PEVC vs SPY
5Y[…]3 years · per year[…] · $18,174+22.0%
[…]5 years · per year[…] · $17,099+11.3%
0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%
4.63%12-mo yield$463 · $103 on $10k1.03%
−16.6%Worst dropSmaller wins−8.9%
21.2%VolatilityLower wins13.6%
1–3SPY wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsPEVC · SPY
4.2%MSFT6.2%
4.1%AMZN3.9%
3.9%AAPL7.7%
3.7%NVDA7.3%
Held in common67.8%
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