PKW vs SPY

APKW

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · PKW $16,656

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common4.0%PKW and SPY

PKW

SPY

Invesco BuyBack Achievers ETF · $1.7BState Street SPDR S&P 500 ETF · $798B

+22.3%3 years · per year$18,315 · $19,046+24.0%

+10.7%5 years · per year$16,656 · $17,688+12.1%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

0.64%12-mo yield$64 · $101 on $10k1.01%

−7.9%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins12.8%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPKW · SPY

4.3%BAC0.5%

5.1%WFC0.4%

4.5%C0.3%

4.6%CRM0.3%

Held in common4.0%

End-of-day Nov 3, 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%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B

End-of-day Nov 3, 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%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	APKW	Invesco BuyBack Achievers ETFRead Desk		0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B

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

Cards for this view

PKW vs SPY

PKW

Invesco BuyBack Achievers

$16,656

SPY

SPDR S&P 500

$17,688

MeasurePKWSPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield0.64%1.01%

5 years, per year+10.7%+12.1%

3 years, per year+22.3%+24.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.8%12.8%

4–1measures won
SPY first

4.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PKW, SPY

Today

4.0%most shared, PKW and SPY

PKWSPY

PKW—4.0%

SPY4.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

PKW$64 − $63 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee