PWER vs IVV

APWER

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%PWER · $114 on $10k

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

Held in common2.1%PWER and IVV

PWER

IVV

Nomura Energy Transition ETF · $12MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $109 on $10k1.09%

−13.7%Worst dropSmaller wins−8.9%

22.1%VolatilityLower wins12.9%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWER · IVV

2.2%GEV0.4%

3.5%COP0.3%

3.2%VLO0.2%

3.2%PWR0.2%

Held in common2.1%

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.14%	−1.1%	+24.2%	+31.9%	new	new	−13.7%	$12M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.14%	−1.1%	+24.2%	+31.9%	new	new	−13.7%	$12M

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

PWER vs IVV

PWER

Nomura Energy Transition

[…]

IVV

iShares Core S&P 500

$18,118

MeasurePWERIVV

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.14%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y22.1%12.9%

3–0measures won
IVV first

2.1%

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: PWER, IVV, SPY

Today

99.9%most shared, IVV and SPY

PWERIVVSPY

PWER—2.1%2.1%

IVV2.1%—99.9%

SPY2.1%99.9%—

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

PWER$114 − $79 = $35

KeptFee

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