POWR vs SPY

APOWR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · POWR $16,569

Lowest cost0.09%SPY · $9 on $10k

Most income6.40%POWR · $640 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.8%POWR and SPY

POWR

SPY

iShares U.S. Power Infrastructure ETF · $444MState Street SPDR S&P 500 ETF · $805B

+5.1%3 years · per year$11,616 · $19,132+24.1%

+10.6%5 years · per year$16,569 · $18,060+12.6%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

6.40%12-mo yield$640 · $99 on $10k0.99%

−13.8%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPOWR · SPY

5.8%GEV0.4%

6.1%NEE0.3%

5.7%ETN0.2%

4.3%SO0.2%

Held in common2.8%

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	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
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M

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	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
2	APOWR	iShares U.S. Power Infrastructure ETFRead Desk		0.39%	6.40%	−2.3%	+6.6%	+3.4%	+5.1%	+10.6%	−13.8%	$444M

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

POWR vs SPY

POWR

iShares U.S. Power Infrastructure

$16,569

SPY

SPDR S&P 500

$18,060

MeasurePOWRSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield6.40%0.99%

5 years, per year+10.6%+12.6%

3 years, per year+5.1%+24.1%

Worst drop · 1Y−13.8%−8.9%

Volatility · 1Y18.3%12.9%

5–1measures won
SPY first

2.8%

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: POWR, SPY

Today

2.8%most shared, POWR and SPY

POWRSPY

POWR—2.8%

SPY2.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$601most kept, POWR

POWR$640 − $39 = $601

SPY$99 − $9 = $90

KeptFee

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