PWRD vs SPY

APWRD

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common6.3%PWRD and SPY

PWRD

SPY

TCW Transform Systems ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+22.0%3 years · per year$18,148 · $18,039+21.7%

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

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.07%12-mo yield$7 · $103 on $10k1.03%

−27.0%Worst dropSmaller wins−8.9%

29.9%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWRD · SPY

2.8%AVGO2.2%

5.5%XOM1.1%

9.5%GE0.5%

1.6%CAT0.4%

Held in common6.3%

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

Both

5Y2 funds

#			Trend
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	APWRD	TCW Transform Systems ETFRead Desk		0.75%	0.07%	+1.9%	−4.8%	−9.5%	+22.0%	new	−27.0%	$1.3B

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

Both

5Y2 funds

#			Trend
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	APWRD	TCW Transform Systems ETFRead Desk		0.75%	0.07%	+1.9%	−4.8%	−9.5%	+22.0%	new	−27.0%	$1.3B

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

PWRD vs SPY

PWRD

TCW Transform Systems

[…]

SPY

SPDR S&P 500

$17,118

MeasurePWRDSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.07%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−27.0%−8.9%

Volatility · 1Y29.9%13.6%

4–1measures won
SPY first

6.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PWRD, SPY

Today

6.3%most shared, PWRD and SPY

PWRDSPY

PWRD—6.3%

SPY6.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PWRD$7 − $75 = −$68

KeptFee

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