PFI vs SPY

APFI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PFI $10,671

Lowest cost0.09%SPY · $9 on $10k

Most income1.24%PFI · $124 on $10k

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

Held in common3.4%PFI and SPY

PFI

SPY

Invesco Dorsey Wright Financial Momentum ETF · $50MState Street SPDR S&P 500 ETF · $819B

+14.7%3 years · per year$15,075 · $18,039+21.7%

+1.3%5 years · per year$10,671 · $17,118+11.3%

0.78%Expense ratio$78 · $9 on $10k · lower wins0.09%

1.24%12-mo yield$124 · $103 on $10k1.03%

−13.9%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFI · SPY

6.0%JPM1.4%

4.4%MS0.3%

2.8%C0.3%

3.7%WELL0.3%

Held in common3.4%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$50M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APFI	Invesco Dorsey Wright Financial Momentum ETFRead Desk		0.78%	1.24%	+0.3%	+0.2%	+2.0%	+14.7%	+1.3%	−13.9%	$50M

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

PFI vs SPY

PFI

Invesco Dorsey Wright Financial Momentum

$10,671

SPY

SPDR S&P 500

$17,118

MeasurePFISPY

Fee0.78%0.09%

Cost on $10k a year$78$9

Yield1.24%1.03%

5 years, per year+1.3%+11.3%

3 years, per year+14.7%+21.7%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y19.1%13.6%

5–1measures won
SPY first

3.4%

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: PFI, SPY

Today

3.4%most shared, PFI and SPY

PFISPY

PFI—3.4%

SPY3.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PFI$124 − $78 = $46

KeptFee

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