PYZ vs SETM

APYZ

BSETM

Measures won2–3SETM wins · of 6 · 5Y

$10,000 · 5Y$12,568PYZ

Lowest cost0.65%SETM · $65 on $10k

Most income1.82%SETM · $182 on $10k

Smallest drop−18.4%PYZ · worst fall in 1Y

Held in common8.1%PYZ and SETM

PYZ

SETM

Invesco Dorsey Wright Basic Materials Momentum ETF · $63MSprott Critical Materials ETF · $414M

+14.8%3 years · per year$15,129 · $16,418+18.0%

+4.7%5 years · per year$12,568 · […][…]

0.79%Expense ratio$79 · $65 on $10k · lower wins0.65%

0.52%12-mo yield$52 · $182 on $10k1.82%

−18.4%Worst dropSmaller wins−39.6%

26.0%VolatilityLower wins46.4%

2–3SETM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPYZ · SETM

3.4%HL3.4%

3.1%FCX5.5%

1.6%MP2.9%

Held in common8.1%

End-of-day Nov 5, 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	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.52%	−3.7%	−1.0%	+10.2%	+14.8%	+4.7%	−18.4%	$63M
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$414M

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

Both

5Y2 funds

#			Trend
1	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.52%	−3.7%	−1.0%	+10.2%	+14.8%	+4.7%	−18.4%	$63M
2	BSETM	Sprott Critical Materials ETFRead Desk		0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$414M

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

Cards for this view

PYZ vs SETM

PYZ

Invesco Dorsey Wright Basic Materials Momentum

$12,568

SETM

Sprott Critical Materials

[…]

MeasurePYZSETM

Fee0.79%0.65%

Cost on $10k a year$79$65

Yield0.52%1.82%

5 years, per year+4.7%[…]

3 years, per year+14.8%+18.0%

Worst drop · 1Y−18.4%−39.6%

Volatility · 1Y26.0%46.4%

3–2measures won
SETM first

8.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PYZ, SETM

Today

8.1%most shared, PYZ and SETM

PYZSETM

PYZ—8.1%

SETM8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, SETM

SETM$182 − $65 = $117

PYZ$52 − $79 = −$27

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee