PWS vs SPY
5Y+8.2%3 years · per year$12,656 · $18,039+21.7%
−0.3%5 years · per year$9,851 · $17,118+11.3%
0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%
2.19%12-mo yield$219 · $103 on $10k1.03%
−7.9%Worst dropSmaller wins−8.9%
12.6%VolatilityLower wins13.6%
3–3Level
$10,000 · 5 yearsAll three, one scale
Shared top holdingsPWS · SPY
4.0%AAPL7.9%
3.5%NVDA6.9%
3.2%MSFT6.3%
2.2%AMZN4.0%
Held in common49.3%
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