POWA vs SPY

APOWA

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · POWA $14,601

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 common8.2%POWA and SPY

POWA

SPY

Invesco Bloomberg Pricing Power ETF · $168MState Street SPDR S&P 500 ETF · $805B

+15.6%3 years · per year$15,459 · $18,174+22.0%

+7.9%5 years · per year$14,601 · $17,099+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

0.89%12-mo yield$89 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPOWA · SPY

2.2%MSFT6.2%

2.2%WMT0.9%

2.1%COST0.7%

2.0%HD0.5%

Held in common8.2%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APOWA	Invesco Bloomberg Pricing Power ETFRead Desk		0.40%	0.89%	+2.2%	+5.9%	+6.6%	+15.6%	+7.9%	−9.8%	$168M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APOWA	Invesco Bloomberg Pricing Power ETFRead Desk		0.40%	0.89%	+2.2%	+5.9%	+6.6%	+15.6%	+7.9%	−9.8%	$168M

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

Cards for this view

POWA vs SPY

POWA

Invesco Bloomberg Pricing Power

$14,601

SPY

SPDR S&P 500

$17,099

MeasurePOWASPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.89%1.03%

5 years, per year+7.9%+11.3%

3 years, per year+15.6%+22.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.5%13.6%

5–1measures won
SPY first

8.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: POWA, SPY

Today

8.2%most shared, POWA and SPY

POWASPY

POWA—8.2%

SPY8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

POWA$89 − $40 = $49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee