PWZ vs SPYM

APWZ

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · PWZ $9,903

Lowest cost0.02%SPYM · $2 on $10k

Most income3.92%PWZ · $392 on $10k

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

Held in common[…]PWZ and SPYM

PWZ

SPYM

Invesco California AMT-Free Municipal Bond ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $179B

+4.2%3 years · per year$11,299 · $18,161+22.0%

−0.2%5 years · per year$9,903 · $17,553+11.9%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

3.92%12-mo yield$392 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

5.0%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPWZ · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	APWZ	Invesco California AMT-Free Municipal Bond ETFRead Desk		0.28%	3.92%	+0.1%	0.0%	+0.2%	+4.2%	−0.2%	−9.1%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	APWZ	Invesco California AMT-Free Municipal Bond ETFRead Desk		0.28%	3.92%	+0.1%	0.0%	+0.2%	+4.2%	−0.2%	−9.1%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PWZ vs SPYM

PWZ

Invesco California AMT-Free Municipal Bond

$9,903

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePWZSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield3.92%1.03%

5 years, per year−0.2%+11.9%

3 years, per year+4.2%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y5.0%13.7%

4–2measures won
SPYM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PWZ, SPYM

Today

[…]holdings […]

PWZSPYM

PWZ—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$364most kept, PWZ

PWZ$392 − $28 = $364

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee