PYZ vs SPY

APYZ

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · PYZ $12,989

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common1.3%PYZ and SPY

PYZ

SPY

Invesco Dorsey Wright Basic Materials Momentum ETF · $61MState Street SPDR S&P 500 ETF · $778B

+15.6%3 years · per year$15,459 · $18,118+21.9%

+5.4%5 years · per year$12,989 · $17,493+11.8%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

0.50%12-mo yield$50 · $101 on $10k1.01%

−18.4%Worst dropSmaller wins−8.9%

26.2%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPYZ · SPY

3.0%LIN0.4%

4.1%NEM0.2%

3.1%FCX0.1%

2.5%ECL0.1%

Held in common1.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.50%	+3.6%	+3.5%	+15.2%	+15.6%	+5.4%	−18.4%	$61M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	APYZ	Invesco Dorsey Wright Basic Materials Momentum ETFRead Desk		0.79%	0.50%	+3.6%	+3.5%	+15.2%	+15.6%	+5.4%	−18.4%	$61M

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

PYZ vs SPY

PYZ

Invesco Dorsey Wright Basic Materials Momentum

$12,990

SPY

SPDR S&P 500

$17,493

MeasurePYZSPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield0.50%1.01%

5 years, per year+5.4%+11.8%

3 years, per year+15.6%+21.9%

Worst drop · 1Y−18.4%−8.9%

Volatility · 1Y26.2%13.7%

6–0measures won
SPY first

1.3%

holdings shared

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%

$122BAssets$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: PYZ, SPY

Today

1.3%most shared, PYZ and SPY

PYZSPY

PYZ—1.3%

SPY1.3%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

PYZ$50 − $79 = −$29

KeptFee

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