PEZ vs PSCD

APEZ

BPSCD

Measures won2–4PSCD wins · of 6 · 5Y

$10,000 · 5Y$11,358PSCD · PEZ $11,001

Lowest cost0.29%PSCD · $29 on $10k

Most income0.98%PSCD · $98 on $10k

Smallest drop−14.2%PSCD · worst fall in 1Y

Held in common12.9%PEZ and PSCD

PEZ

PSCD

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22MInvesco S&P SmallCap Consumer Discretionary ETF · $24M

+18.6%3 years · per year$16,678 · $15,127+14.8%

+1.9%5 years · per year$11,001 · $11,358+2.6%

0.97%Expense ratio$97 · $29 on $10k · lower wins0.29%

0.38%12-mo yield$38 · $98 on $10k0.98%

−15.8%Worst dropSmaller wins−14.2%

20.4%VolatilityLower wins23.6%

2–4PSCD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEZ · PSCD

3.0%LTH3.6%

2.7%KMX3.1%

3.0%FTDR2.5%

4.4%CAKE2.1%

Held in common12.9%

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	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	−3.7%	−3.2%	+4.7%	+18.6%	+1.9%	−15.8%	$22M

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	BPSCD	Invesco S&P SmallCap Consumer Discretionary ETFRead Desk		0.29%	0.98%	−3.0%	+12.8%	+17.7%	+14.8%	+2.6%	−14.2%	$24M
2	APEZ	Invesco Dorsey Wright Consumer Cyclicals Momentum ETFRead Desk		0.97%	0.38%	−3.7%	−3.2%	+4.7%	+18.6%	+1.9%	−15.8%	$22M

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

PEZ vs PSCD

PEZ

Invesco Dorsey Wright Consumer Cyclicals Momentum

$11,001

PSCD

Invesco S&P SmallCap Consumer Discretionary

$11,358

MeasurePEZPSCD

Fee0.97%0.29%

Cost on $10k a year$97$29

Yield0.38%0.98%

5 years, per year+1.9%+2.6%

3 years, per year+18.6%+14.8%

Worst drop · 1Y−15.8%−14.2%

Volatility · 1Y20.4%23.6%

4–2measures won
PSCD first

12.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: PEZ, PSCD

Today

12.9%most shared, PEZ and PSCD

PEZPSCD

PEZ—12.9%

PSCD12.9%—

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

Income After Fees on $10,000

$69most kept, PSCD

PSCD$98 − $29 = $69

PEZ$38 − $97 = −$59

KeptFee

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