PSL vs SPY

APSL

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PSL $13,351

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common3.0%PSL and SPY

PSL

SPY

Invesco Dorsey Wright Consumer Staples Momentum ETF · $80MState Street SPDR S&P 500 ETF · $805B

+13.9%3 years · per year$14,793 · $18,174+22.0%

+6.0%5 years · per year$13,351 · $17,099+11.3%

0.76%Expense ratio$76 · $9 on $10k · lower wins0.09%

0.70%12-mo yield$70 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSL · SPY

2.5%COST0.7%

2.5%PG0.6%

3.2%KO0.6%

3.5%PM0.5%

Held in common3.0%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk		0.76%	0.70%	−1.9%	+14.2%	+11.4%	+13.9%	+6.0%	−9.2%	$80M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk		0.76%	0.70%	−1.9%	+14.2%	+11.4%	+13.9%	+6.0%	−9.2%	$80M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSL vs SPY

PSL

Invesco Dorsey Wright Consumer Staples Momentum

$13,351

SPY

SPDR S&P 500

$17,099

MeasurePSLSPY

Fee0.76%0.09%

Cost on $10k a year$76$9

Yield0.70%1.03%

5 years, per year+6.0%+11.3%

3 years, per year+13.9%+22.0%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.1%13.6%

6–0measures won
SPY first

3.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSL, SPY

Today

3.0%most shared, PSL and SPY

PSLSPY

PSL—3.0%

SPY3.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PSL$70 − $76 = −$6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee