PPA vs SPY

APPA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$22,273PPA · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common3.6%PPA and SPY

PPA

SPY

Invesco Aerospace & Defense ETF · $7.7BState Street SPDR S&P 500 ETF · $805B

+26.0%3 years · per year$19,996 · $19,132+24.1%

+17.4%5 years · per year$22,273 · $18,060+12.6%

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

0.42%12-mo yield$42 · $99 on $10k0.99%

−17.3%Worst dropSmaller wins−8.9%

21.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPA · SPY

1.5%PLTR0.6%

8.9%GE0.5%

9.4%RTX0.4%

2.2%APH0.3%

Held in common3.6%

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	APPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.42%	−3.0%	+0.8%	+0.1%	+26.0%	+17.4%	−17.3%	$7.7B
2	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

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	APPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.42%	−3.0%	+0.8%	+0.1%	+26.0%	+17.4%	−17.3%	$7.7B
2	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

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

PPA vs SPY

PPA

Invesco Aerospace & Defense

$22,273

SPY

SPDR S&P 500

$18,060

MeasurePPASPY

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield0.42%0.99%

5 years, per year+17.4%+12.6%

3 years, per year+26.0%+24.1%

Worst drop · 1Y−17.3%−8.9%

Volatility · 1Y21.8%12.9%

4–2measures won
SPY first

3.6%

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: PPA, SPY

Today

3.6%most shared, PPA and SPY

PPASPY

PPA—3.6%

SPY3.6%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PPA$42 − $58 = −$16

KeptFee

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