PSCU vs CSB

APSCU

BCSB

Measures won1–5CSB wins · of 6 · 5Y

$10,000 · 5Y$13,767CSB · PSCU $10,246

Lowest cost0.29%PSCU · $29 on $10k

Most income3.05%CSB · $305 on $10k

Smallest drop−9.5%CSB · worst fall in 1Y

Held in common12.8%PSCU and CSB

PSCU

CSB

Invesco S&P SmallCap Utilities & Communication Services ETF · $17MVictoryShares US Small Cap High Div Volatility Wtd ETF · $249M

+10.7%3 years · per year$13,562 · $15,990+16.9%

+0.5%5 years · per year$10,246 · $13,767+6.6%

0.29%Expense ratio$29 · $39 on $10k · lower wins0.39%

0.82%12-mo yield$82 · $305 on $10k3.05%

−11.0%Worst dropSmaller wins−9.5%

15.4%VolatilityLower wins12.8%

1–5CSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSCU · CSB

3.3%AVA1.6%

3.4%CPK1.5%

4.3%MDU1.5%

3.5%AWR1.4%

Held in common12.8%

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	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$249M
2	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.82%	+2.8%	+9.0%	+3.5%	+10.7%	+0.5%	−11.0%	$17M

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	BCSB	VictoryShares US Small Cap High Div Volatility Wtd ETFRead Desk		0.39%	3.05%	+1.8%	+18.1%	+22.3%	+16.9%	+6.6%	−9.5%	$249M
2	APSCU	Invesco S&P SmallCap Utilities & Communication Services ETFRead Desk		0.29%	0.82%	+2.8%	+9.0%	+3.5%	+10.7%	+0.5%	−11.0%	$17M

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

PSCU vs CSB

PSCU

Invesco S&P SmallCap Utilities & Communication Services

$10,246

CSB

VictoryShares US Small Cap High Div Volatility Wtd

$13,767

MeasurePSCUCSB

Fee0.29%0.39%

Cost on $10k a year$29$39

Yield0.82%3.05%

5 years, per year+0.5%+6.6%

3 years, per year+10.7%+16.9%

Worst drop · 1Y−11.0%−9.5%

Volatility · 1Y15.4%12.8%

5–1measures won
CSB first

12.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PSCU, CSB

Today

12.8%most shared, PSCU and CSB

PSCUCSB

PSCU—12.8%

CSB12.8%—

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

Income After Fees on $10,000

$266most kept, CSB

CSB$305 − $39 = $266

PSCU$82 − $29 = $53

KeptFee

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