PWV vs SPY

APWV

BSPY

Measures won5–1PWV wins · of 6 · 5Y

$10,000 · 5Y$18,507PWV · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.76%PWV · $176 on $10k

Smallest drop−7.9%PWV · worst fall in 1Y

Held in common11.4%PWV and SPY

PWV

SPY

Invesco Large Cap Value ETF · $1.9BState Street SPDR S&P 500 ETF · $819B

+22.4%3 years · per year$18,346 · $18,039+21.7%

+13.1%5 years · per year$18,507 · $17,118+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

1.76%12-mo yield$176 · $103 on $10k1.03%

−7.9%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.6%

5–1PWV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWV · SPY

3.3%JPM1.4%

3.6%XOM1.1%

3.7%CVX0.7%

3.5%UNH0.6%

Held in common11.4%

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	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

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	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

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

PWV vs SPY

PWV

Invesco Large Cap Value

$18,507

SPY

SPDR S&P 500

$17,118

MeasurePWVSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield1.76%1.03%

5 years, per year+13.1%+11.3%

3 years, per year+22.4%+21.7%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.4%13.6%

5–1measures won
PWV first

11.4%

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: PWV, SPY

Today

11.4%most shared, PWV and SPY

PWVSPY

PWV—11.4%

SPY11.4%—

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

Income After Fees on $10,000

$121most kept, PWV

PWV$176 − $55 = $121

SPY$103 − $9 = $94

KeptFee

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