Compare · 3 funds side by side · dividends reinvested

AIQ, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,911AIQ · best of the three

02 / 04

AIQ, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+10.4%+9.0%+29.2%+12.4%−20.2%30.2%$9.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIQ 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.6B$17,911

AIQ

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 30.3% in common

AIQMeasureSPY

+10.4%Year to dateJan 1 → Nov 5+8.3%

+9.0%1 yearTotal return+9.7%

+29.2%3 years · per year$10,000 became $21,555 · $18,174+22.0%

+12.4%5 years · per year$10,000 became $17,911 · $17,099+11.3%

0.68%Expense ratio$68 · $9 a year on $10k · lower is better0.09%

0.08%Trailing 12-mo yield$8 · $103 a year on $10k1.03%

−20.2%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer13.6%

AIQSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIQ vs SPY: Top 5 Holdings

Today

AIQ

18.6%in top 5

SPY

in top 527.7%

AIQStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

4.3%MSFT6.2%

4.1%PLTRnot top 5

3.3%AMZN3.9%

3.5%TSLAnot top 5

3.4%SPCXnot top 5

not top 5GOOGL2.6%

Held in common30.3%

End-of-day Nov 5, 2026 · share of each fund

AIQ vs SPY Returns, Every Period

Global XAIQ

+12.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AIQSPYFaded: behind in that period

3–1AIQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AIQ vs IVV

YTD

Global XAIQ

+10.4%

IVViShares

+8.4%

+10.4%Year to date+8.4%

−20.2%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y13.6%

0.1%Yield1.1%

$9.6BAssets$850B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

AIQ0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIQ, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

AIQ0.08%$8

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, SPY, IVV

Today

99.9%most shared, SPY and IVV

AIQSPYIVV

AIQ—30.3%30.3%

SPY30.3%—99.9%

IVV30.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

AIQWorst drop−20.2%30.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAIQ

+8.4%Year to date+10.4%

1.1%Yield0.1%

+9.7%Past year+9.0%

0.03%Fee0.68%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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