PWB vs SPY

APWB

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,119PWB · IVV $17,414

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 common32.6%PWB and SPY

PWB

SPY

Invesco Large Cap Growth ETF · $2.3BState Street SPDR S&P 500 ETF · $778B

+26.9%3 years · per year$20,438 · $17,888+21.4%

+12.6%5 years · per year$18,119 · $17,358+11.7%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $101 on $10k1.01%

−20.4%Worst dropSmaller wins−8.9%

27.0%VolatilityLower wins13.8%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWB · SPY

4.1%AAPL7.9%

3.7%AMZN4.0%

3.0%NVDA6.6%

3.0%GOOGL2.6%

Held in common32.6%

End-of-day Nov 10, 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%	−0.2%	+12.7%	+12.8%	+26.9%	+12.6%	−20.4%	$2.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B

End-of-day Nov 10, 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%	−0.2%	+12.7%	+12.8%	+26.9%	+12.6%	−20.4%	$2.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PWB vs SPY

PWB

Invesco Large Cap Growth

$18,119

SPY

SPDR S&P 500

$17,359

MeasurePWBSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield0.00%1.01%

5 years, per year+12.6%+11.7%

3 years, per year+26.9%+21.4%

Worst drop · 1Y−20.4%−8.9%

Volatility · 1Y27.0%13.8%

4–2measures won
SPY first

32.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: PWB, SPY, IVV

Today

99.9%most shared, SPY and IVV

PWBSPYIVV

PWB—32.6%32.6%

SPY32.6%—99.9%

IVV32.6%99.9%—

End-of-day Nov 10, 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 10, 2026 · yield in dollars minus the fee