PIO vs SPY

APIO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PIO $11,651

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common0.7%PIO and SPY

PIO

SPY

Invesco Global Water ETF · $271MState Street SPDR S&P 500 ETF · $805B

+14.2%3 years · per year$14,907 · $19,132+24.1%

+3.1%5 years · per year$11,651 · $18,060+12.6%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.85%12-mo yield$85 · $99 on $10k0.99%

−13.1%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPIO · SPY

8.6%ECL0.1%

4.8%IDXX0.1%

3.6%A0.1%

4.4%ROP0.1%

Held in common0.7%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APIO	Invesco Global Water ETFRead Desk		0.75%	0.85%	+2.6%	+4.7%	+3.3%	+14.2%	+3.1%	−13.1%	$271M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APIO	Invesco Global Water ETFRead Desk		0.75%	0.85%	+2.6%	+4.7%	+3.3%	+14.2%	+3.1%	−13.1%	$271M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PIO vs SPY

PIO

Invesco Global Water

$11,651

SPY

SPDR S&P 500

$18,060

MeasurePIOSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.85%0.99%

5 years, per year+3.1%+12.6%

3 years, per year+14.2%+24.1%

Worst drop · 1Y−13.1%−8.9%

Volatility · 1Y16.3%12.9%

6–0measures won
SPY first

0.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PIO, SPY

Today

0.7%most shared, PIO and SPY

PIOSPY

PIO—0.7%

SPY0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PIO$85 − $75 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee