PWB vs IVV

APWB

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,192PWB · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common32.4%PWB and IVV

PWB

IVV

Invesco Large Cap Growth ETF · $2.3BiShares Core S&P 500 ETF · $875B

+27.5%3 years · per year$20,705 · $18,159+22.0%

+12.7%5 years · per year$18,192 · $17,545+11.9%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $111 on $10k1.11%

−20.4%Worst dropSmaller wins−8.9%

27.0%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWB · IVV

4.2%AAPL7.9%

3.8%AMZN4.0%

3.3%NVDA7.1%

3.1%GOOGL2.6%

Held in common32.4%

End-of-day Nov 9, 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	APWB	Invesco Large Cap Growth ETFRead Desk	0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APWB	Invesco Large Cap Growth ETFRead Desk	0.55%	0.00%	+5.3%	+13.0%	+13.4%	+27.5%	+12.7%	−20.4%	$2.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PWB vs IVV

PWB

Invesco Large Cap Growth

$18,192

IVV

iShares Core S&P 500

$17,545

MeasurePWBIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.00%1.11%

5 years, per year+12.7%+11.9%

3 years, per year+27.5%+22.0%

Worst drop · 1Y−20.4%−8.9%

Volatility · 1Y27.0%13.8%

4–2measures won
IVV first

32.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PWB, IVV, SPY

Today

99.9%most shared, IVV and SPY

PWBIVVSPY

PWB—32.4%32.4%

IVV32.4%—99.9%

SPY32.4%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

PWB$0 − $55 = −$55

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee