UFOX vs PWRD

AUFOX

BPWRD

Measures won3–2UFOX wins · of 6 · 5Y

$10,000 · 5Y$20,988UFOX · CIBR $18,857

Lowest cost0.30%UFOX · $30 on $10k

Most income0.50%UFOX · $50 on $10k

Smallest drop−21.1%CIBR · worst fall in 1Y

Held in common5.2%UFOX and PWRD

UFOX

PWRD

Defiance Space and Connective Tech ETF · $782MTCW Transform Systems ETF · $1.4B

+38.0%3 years · per year$26,273 · $19,114+24.1%

+16.0%5 years · per year$20,988 · […][…]

0.30%Expense ratio$30 · $75 on $10k · lower wins0.75%

0.50%12-mo yield$50 · $6 on $10k0.06%

−29.7%Worst dropSmaller wins−23.3%

33.5%VolatilityLower wins29.4%

3–2UFOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFOX · PWRD

5.0%AVGO2.9%

2.2%ANET4.1%

Held in common5.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$782M
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.06%	−2.8%	−0.8%	−6.7%	+24.1%	new	−23.3%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.50%	−1.8%	+17.2%	+11.5%	+38.0%	+16.0%	−29.7%	$782M
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.06%	−2.8%	−0.8%	−6.7%	+24.1%	new	−23.3%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UFOX vs PWRD

UFOX

Defiance Space and Connective Tech

$20,988

PWRD

TCW Transform Systems

[…]

MeasureUFOXPWRD

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield0.50%0.06%

5 years, per year+16.0%[…]

3 years, per year+38.0%+24.1%

Worst drop · 1Y−29.7%−23.3%

Volatility · 1Y33.5%29.4%

3–2measures won
UFOX first

5.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UFOX, PWRD, CIBR

Today

19.4%most shared, UFOX and CIBR

UFOXPWRDCIBR

UFOX—5.2%19.4%

PWRD5.2%—4.7%

CIBR19.4%4.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

CIBR$40 − $58 = −$18

PWRD$6 − $75 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee