PTF vs SPYM

APTF

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,770PTF · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common9.0%PTF and SPYM

PTF

SPYM

Invesco Dorsey Wright Technology Momentum ETF · $535MState Street SPDR Portfolio S&P 500 ETF · $185B

+34.0%3 years · per year$24,069 · $19,092+24.1%

+12.2%5 years · per year$17,770 · $17,749+12.2%

0.69%Expense ratio$69 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $103 on $10k1.03%

−38.6%Worst dropSmaller wins−8.9%

54.2%VolatilityLower wins12.7%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPTF · SPYM

3.3%MSFT5.9%

4.3%MU1.6%

3.3%AMD1.4%

3.0%CSCO0.6%

Held in common9.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk	0.69%	0.00%	+1.8%	+27.9%	+18.9%	+34.0%	+12.2%	−38.6%	$535M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk	0.69%	0.00%	+1.8%	+27.9%	+18.9%	+34.0%	+12.2%	−38.6%	$535M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

PTF vs SPYM

PTF

Invesco Dorsey Wright Technology Momentum

$17,770

SPYM

SPDR Portfolio S&P 500

$17,749

MeasurePTFSPYM

Fee0.69%0.02%

Cost on $10k a year$69$2

Yield0.00%1.03%

5 years, per year+12.2%+12.2%

3 years, per year+34.0%+24.1%

Worst drop · 1Y−38.6%−8.9%

Volatility · 1Y54.2%12.7%

4–1measures won
SPYM first

9.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PTF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PTFSPYMSPY

PTF—9.0%9.0%

SPYM9.0%—99.9%

SPY9.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

PTF$0 − $69 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee