POWR vs SPY

APOWR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income6.56%POWR · $656 on $10k

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

Held in common2.7%POWR and SPY

POWR

SPY

iShares U.S. Power Infrastructure ETF · $429MState Street SPDR S&P 500 ETF · $819B

+4.5%3 years · per year$11,405 · $18,039+21.7%

+10.4%5 years · per year$16,399 · $17,118+11.3%

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

6.56%12-mo yield$656 · $103 on $10k1.03%

−14.5%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · SPY

5.2%GEV0.3%

6.8%NEE0.3%

5.0%ETN0.2%

4.6%SO0.2%

Held in common2.7%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$429M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.56%	+1.3%	+4.1%	+0.4%	+4.5%	+10.4%	−14.5%	$429M

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 SPY

POWR

iShares U.S. Power Infrastructure

$16,399

SPY

SPDR S&P 500

$17,118

MeasurePOWRSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield6.56%1.03%

5 years, per year+10.4%+11.3%

3 years, per year+4.5%+21.7%

Worst drop · 1Y−14.5%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPY first

2.7%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: POWR, SPY, IVV

Today

99.9%most shared, SPY and IVV

POWRSPYIVV

POWR—2.7%2.7%

SPY2.7%—99.9%

IVV2.7%99.9%—

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

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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