PSTR vs SPY

APSTR

BSPY

Measures won3–1PSTR wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.86%PSTR · $486 on $10k

Smallest drop−6.7%PSTR · worst fall in 1Y

Held in common20.3%PSTR and SPY

PSTR

SPY

Peakshares Sector Rotation ETF · $67MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

2.88%Expense ratio$288 · $9 on $10k · lower wins0.09%

4.86%12-mo yield$486 · $99 on $10k0.99%

−6.7%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins12.9%

3–1PSTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSTR · SPY

2.8%MSFT5.9%

2.1%META2.1%

1.8%NVDA7.7%

1.4%AMZN3.8%

Held in common20.3%

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	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
2	APSTR	Peakshares Sector Rotation ETFRead Desk		2.88%	4.86%	+1.4%	+13.7%	+16.1%	new	new	−6.7%	$67M

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	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
2	APSTR	Peakshares Sector Rotation ETFRead Desk		2.88%	4.86%	+1.4%	+13.7%	+16.1%	new	new	−6.7%	$67M

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

PSTR vs SPY

PSTR

Peakshares Sector Rotation

[…]

SPY

SPDR S&P 500

$18,060

MeasurePSTRSPY

Fee2.88%0.09%

Cost on $10k a year$288$9

Yield4.86%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.3%12.9%

3–1measures won
PSTR first

20.3%

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: PSTR, SPY

Today

20.3%most shared, PSTR and SPY

PSTRSPY

PSTR—20.3%

SPY20.3%—

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

Income After Fees on $10,000

$198most kept, PSTR

PSTR$486 − $288 = $198

SPY$99 − $9 = $90

KeptFee

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