PTF vs IVV

APTF

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · PTF $15,916

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common8.3%PTF and IVV

PTF

IVV

Invesco Dorsey Wright Technology Momentum ETF · $538MiShares Core S&P 500 ETF · $853B

+29.4%3 years · per year$21,651 · $18,084+21.8%

+9.7%5 years · per year$15,916 · $17,177+11.4%

0.69%Expense ratio$69 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $114 on $10k1.14%

−38.6%Worst dropSmaller wins−8.9%

54.6%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTF · IVV

3.7%MSFT6.3%

3.7%MU1.2%

3.1%AMD1.0%

3.0%CSCO0.6%

Held in common8.3%

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

Both

5Y2 funds

#			Trend
1	BIVV	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
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	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
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

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

PTF vs IVV

PTF

Invesco Dorsey Wright Technology Momentum

$15,916

IVV

iShares Core S&P 500

$17,177

MeasurePTFIVV

Fee0.69%0.03%

Cost on $10k a year$69$3

Yield0.00%1.14%

5 years, per year+9.7%+11.4%

3 years, per year+29.4%+21.8%

Worst drop · 1Y−38.6%−8.9%

Volatility · 1Y54.6%13.6%

5–1measures won
IVV first

8.3%

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%

$182BAssets$819B

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: PTF, IVV

Today

8.3%most shared, PTF and IVV

PTFIVV

PTF—8.3%

IVV8.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PTF$0 − $69 = −$69

KeptFee

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