POWR vs SPYM

APOWR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income6.56%POWR · $656 on $10k

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

Held in common2.7%POWR and SPYM

POWR

SPYM

iShares U.S. Power Infrastructure ETF · $434MState Street SPDR Portfolio S&P 500 ETF · $178B

+4.5%3 years · per year$11,405 · $18,082+21.8%

+10.4%5 years · per year$16,399 · $17,192+11.4%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

6.56%12-mo yield$656 · $105 on $10k1.05%

−14.5%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPOWR · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$434M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$434M

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 SPYM

POWR

iShares U.S. Power Infrastructure

$16,399

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePOWRSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield6.56%1.05%

5 years, per year+10.4%+11.4%

3 years, per year+4.5%+21.8%

Worst drop · 1Y−14.5%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPYM 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%

$178BAssets$778B

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$853B

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, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

POWRSPYMIVV

POWR—2.7%2.7%

SPYM2.7%—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

SPYM$105 − $2 = $103

KeptFee

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