PWER vs SPY

APWER

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.17%PWER · $117 on $10k

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

Held in common1.9%PWER and SPY

PWER

SPY

Nomura Energy Transition ETF · $12MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

1.17%12-mo yield$117 · $103 on $10k1.03%

−13.7%Worst dropSmaller wins−8.9%

22.2%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWER · SPY

2.2%GEV0.3%

3.5%COP0.2%

3.2%VLO0.2%

3.5%WM0.1%

Held in common1.9%

End-of-day Nov 5, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.17%	−3.1%	+20.3%	+30.5%	new	new	−13.7%	$12M

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

Cards for this view

PWER vs SPY

PWER

Nomura Energy Transition

[…]

SPY

SPDR S&P 500

$17,099

MeasurePWERSPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield1.17%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y22.2%13.6%

3–1measures won
SPY first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PWER, SPY, IVV

Today

99.9%most shared, SPY and IVV

PWERSPYIVV

PWER—1.9%1.9%

SPY1.9%—99.9%

IVV1.9%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

PWER$117 − $79 = $38

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee