POWR vs SMIG

APOWR

BSMIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · POWR $16,399

Lowest cost0.04%VYM · $4 on $10k

Most income6.56%POWR · $656 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common5.0%POWR and SMIG

POWR

SMIG

iShares U.S. Power Infrastructure ETF · $434MBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

+4.5%3 years · per year$11,405 · $15,141+14.8%

+10.4%5 years · per year$16,399 · $13,962+6.9%

0.39%Expense ratio$39 · $60 on $10k · lower wins0.60%

6.56%12-mo yield$656 · $170 on $10k1.70%

−14.5%Worst dropSmaller wins−8.5%

18.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · SMIG

3.3%HUBB3.3%

0.9%CMS1.7%

0.8%LNT3.0%

Held in common5.0%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$434M
3	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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

POWR vs SMIG

POWR

iShares U.S. Power Infrastructure

$16,399

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

MeasurePOWRSMIG

Fee0.39%0.60%

Cost on $10k a year$39$60

Yield6.56%1.70%

5 years, per year+10.4%+6.9%

3 years, per year+4.5%+14.8%

Worst drop · 1Y−14.5%−8.5%

Volatility · 1Y18.6%11.7%

3–3measures won
level

5.0%

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: POWR, SMIG, VYM

Today

5.3%most shared, POWR and VYM

POWRSMIGVYM

POWR—5.0%5.3%

SMIG5.0%—1.9%

VYM5.3%1.9%—

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

Income After Fees on $10,000

$617most kept, POWR

POWR$656 − $39 = $617

VYM$231 − $4 = $227

SMIG$170 − $60 = $110

KeptFee

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