PKB vs SPY

APKB

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,768PKB · SPY $18,060

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 common0.6%PKB and SPY

PKB

SPY

Invesco Building & Construction ETF · $265MState Street SPDR S&P 500 ETF · $805B

+24.7%3 years · per year$19,401 · $19,132+24.1%

+13.4%5 years · per year$18,768 · $18,060+12.6%

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

0.20%12-mo yield$20 · $99 on $10k0.99%

−25.0%Worst dropSmaller wins−8.9%

24.9%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPKB · SPY

5.8%PWR0.2%

5.7%JCI0.1%

5.2%CRH0.1%

4.4%FIX0.1%

Held in common0.6%

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	APKB	Invesco Building & Construction ETFRead Desk		0.57%	0.20%	−0.7%	−1.2%	−4.3%	+24.7%	+13.4%	−25.0%	$265M
2	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

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	APKB	Invesco Building & Construction ETFRead Desk		0.57%	0.20%	−0.7%	−1.2%	−4.3%	+24.7%	+13.4%	−25.0%	$265M
2	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

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

PKB vs SPY

PKB

Invesco Building & Construction

$18,768

SPY

SPDR S&P 500

$18,060

MeasurePKBSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield0.20%0.99%

5 years, per year+13.4%+12.6%

3 years, per year+24.7%+24.1%

Worst drop · 1Y−25.0%−8.9%

Volatility · 1Y24.9%12.9%

4–2measures won
SPY first

0.6%

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: PKB, SPY

Today

0.6%most shared, PKB and SPY

PKBSPY

PKB—0.6%

SPY0.6%—

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

PKB$20 − $57 = −$37

KeptFee

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