PUI vs VOO

APUI

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · PUI $14,525

Lowest cost0.03%VOO · $3 on $10k

Most income2.19%PUI · $219 on $10k

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

Held in common2.2%PUI and VOO

PUI

VOO

Invesco Dorsey Wright Utilities Momentum ETF · $50MVanguard S&P 500 ETF · $1.00T

+16.6%3 years · per year$15,865 · $19,172+24.2%

+7.8%5 years · per year$14,525 · $18,115+12.6%

0.82%Expense ratio$82 · $3 on $10k · lower wins0.03%

2.19%12-mo yield$219 · $105 on $10k1.05%

−15.1%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPUI · VOO

3.3%GEV0.4%

2.5%VZ0.3%

2.4%T0.3%

3.0%SO0.1%

Held in common2.2%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.19%	−0.4%	+2.6%	−4.0%	+16.6%	+7.8%	−15.1%	$50M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APUI	Invesco Dorsey Wright Utilities Momentum ETFRead Desk		0.82%	2.19%	−0.4%	+2.6%	−4.0%	+16.6%	+7.8%	−15.1%	$50M

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

PUI vs VOO

PUI

Invesco Dorsey Wright Utilities Momentum

$14,525

VOO

Vanguard S&P 500

$18,115

MeasurePUIVOO

Fee0.82%0.03%

Cost on $10k a year$82$3

Yield2.19%1.05%

5 years, per year+7.8%+12.6%

3 years, per year+16.6%+24.2%

Worst drop · 1Y−15.1%−8.9%

Volatility · 1Y15.1%12.8%

5–1measures won
VOO first

2.2%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: PUI, VOO

Today

2.2%most shared, PUI and VOO

PUIVOO

PUI—2.2%

VOO2.2%—

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

Income After Fees on $10,000

$137most kept, PUI

PUI$219 − $82 = $137

VOO$105 − $3 = $102

KeptFee

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