PKW vs EQTY

APKW

BEQTY

Measures won5–0PKW wins · of 6 · 5Y

$10,000 · 5Y$16,465PKW

Lowest cost0.63%PKW · $63 on $10k

Most income0.66%PKW · $66 on $10k

Smallest drop−7.9%PKW · worst fall in 1Y

Held in common9.3%PKW and EQTY

PKW

EQTY

Invesco BuyBack Achievers ETF · $1.8BKovitz Core Equity ETF · $1.4B

+20.5%3 years · per year$17,494 · $16,794+18.9%

+10.5%5 years · per year$16,465 · […][…]

0.63%Expense ratio$63 · $99 on $10k · lower wins0.99%

0.66%12-mo yield$66 · $2 on $10k0.02%

−7.9%Worst dropSmaller wins−11.9%

13.3%VolatilityLower wins13.4%

5–0PKW wins

$10,000 · 5 yearsOne scale

Shared top holdingsPKW · EQTY

4.5%SCHW3.7%

4.6%CRM2.8%

3.1%ADBE1.9%

0.7%DLTR2.0%

Held in common9.3%

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	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.66%	−1.3%	+10.2%	+14.6%	+20.5%	+10.5%	−7.9%	$1.8B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.66%	−1.3%	+10.2%	+14.6%	+20.5%	+10.5%	−7.9%	$1.8B
2	BEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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

PKW vs EQTY

PKW

Invesco BuyBack Achievers

$16,465

EQTY

Kovitz Core Equity

[…]

MeasurePKWEQTY

Fee0.63%0.99%

Cost on $10k a year$63$99

Yield0.66%0.02%

5 years, per year+10.5%[…]

3 years, per year+20.5%+18.9%

Worst drop · 1Y−7.9%−11.9%

Volatility · 1Y13.3%13.4%

5–0measures won
PKW first

9.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: PKW, EQTY

Today

9.3%most shared, PKW and EQTY

PKWEQTY

PKW—9.3%

EQTY9.3%—

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

Income After Fees on $10,000

$3most kept, PKW

PKW$66 − $63 = $3

EQTY$2 − $99 = −$97

KeptFee

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