PUI vs SPY

APUI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PUI $14,299

Lowest cost0.09%SPY · $9 on $10k

Most income2.23%PUI · $223 on $10k

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

Held in common2.3%PUI and SPY

PUI

SPY

Invesco Dorsey Wright Utilities Momentum ETF · $48MState Street SPDR S&P 500 ETF · $778B

+15.1%3 years · per year$15,236 · $18,039+21.7%

+7.4%5 years · per year$14,299 · $17,118+11.3%

0.82%Expense ratio$82 · $9 on $10k · lower wins0.09%

2.23%12-mo yield$223 · $103 on $10k1.03%

−15.1%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPUI · SPY

2.9%GEV0.3%

2.6%VZ0.3%

2.5%T0.2%

3.1%SO0.2%

Held in common2.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.23%	−0.3%	+0.9%	−5.0%	+15.1%	+7.4%	−15.1%	$48M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.23%	−0.3%	+0.9%	−5.0%	+15.1%	+7.4%	−15.1%	$48M

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

PUI vs SPY

PUI

Invesco Dorsey Wright Utilities Momentum

$14,299

SPY

SPDR S&P 500

$17,118

MeasurePUISPY

Fee0.82%0.09%

Cost on $10k a year$82$9

Yield2.23%1.03%

5 years, per year+7.4%+11.3%

3 years, per year+15.1%+21.7%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y15.1%13.6%

5–1measures won
SPY first

2.3%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PUI, SPY

Today

2.3%most shared, PUI and SPY

PUISPY

PUI—2.3%

SPY2.3%—

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

Income After Fees on $10,000

$141most kept, PUI

PUI$223 − $82 = $141

SPY$103 − $9 = $94

KeptFee

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