PHO vs SPY

APHO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PHO $13,283

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.7%PHO and SPY

PHO

SPY

Invesco Water Resources ETF · $2.1BState Street SPDR S&P 500 ETF · $778B

+14.3%3 years · per year$14,918 · $18,039+21.7%

+5.8%5 years · per year$13,283 · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

0.50%12-mo yield$50 · $103 on $10k1.03%

−13.8%Worst dropSmaller wins−8.9%

16.4%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPHO · SPY

8.2%ECL0.1%

8.0%IDXX0.1%

4.2%A0.1%

7.7%ROP0.1%

Held in common0.7%

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%	$777.7B
2	APHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.1B

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%	$777.7B
2	APHO	Invesco Water Resources ETFRead Desk		0.59%	0.50%	−0.4%	+7.0%	+4.4%	+14.3%	+5.8%	−13.8%	$2.1B

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

PHO vs SPY

PHO

Invesco Water Resources

$13,283

SPY

SPDR S&P 500

$17,118

MeasurePHOSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield0.50%1.03%

5 years, per year+5.8%+11.3%

3 years, per year+14.3%+21.7%

Worst drop · 1Y−13.8%−8.9%

Volatility · 1Y16.4%13.6%

6–0measures won
SPY first

0.7%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PHO, SPY

Today

0.7%most shared, PHO and SPY

PHOSPY

PHO—0.7%

SPY0.7%—

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

PHO$50 − $59 = −$9

KeptFee

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