PWER vs SPY

APWER

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.16%PWER · $116 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 · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

1.16%12-mo yield$116 · $103 on $10k1.03%

−13.7%Worst dropSmaller wins−8.9%

22.1%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWER · SPY

2.2%GEV0.3%

3.5%COP0.3%

3.2%VLO0.2%

3.5%WM0.1%

Held in common1.9%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.16%	+0.7%	+21.2%	+29.4%	new	new	−13.7%	$12M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.16%	+0.7%	+21.2%	+29.4%	new	new	−13.7%	$12M

End-of-day Nov 6, 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

$17,118

MeasurePWERSPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield1.16%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y22.1%13.6%

3–1measures won
SPY first

1.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: PWER, SPY, VTI

Today

85.5%most shared, SPY and VTI

PWERSPYVTI

PWER—1.9%1.8%

SPY1.9%—85.5%

VTI1.8%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPY$103 − $9 = $94

PWER$116 − $79 = $37

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee