Compare · 3 funds side by side · dividends reinvested

AOTG, IGV and PKW

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,656PKW · best of the three

02 / 04

AOTG, IGV and PKW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BuyBack Achievers ETFUnsorted0.63%0.64%+12.5%+16.7%+22.3%+10.7%−7.9%12.8%$1.7B1.3

AOT Growth and Innovation ETFThematic · Disruptive tech0.75%0.00%+5.4%+0.3%+29.3%[…]−22.8%29.4%$97M2.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.8%−11.1%+16.0%+3.4%−35.5%32.7%$12.8B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: AOTG 2022 · IGV 2001 · PKW 2006

Head to Head

Swap sides Versus in desk

Head to Head

AOT Growth and Innovation ETF · $97M[…]

AOTG

PKW

Invesco BuyBack Achievers ETF · $1.7B$16,656

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

AOTGMeasurePKW

+5.4%Year to dateJan 1 → Nov 3+12.5%

+0.3%1 yearTotal return+16.7%

+29.3%3 years · per year$10,000 became $21,604 · $18,315+22.3%

[…]5 years · per year$10,000 became […] · $16,656+10.7%

0.75%Expense ratio$75 · $63 a year on $10k · lower is better0.63%

0.00%Trailing 12-mo yield$0 · $64 a year on $10k0.64%

−22.8%Worst dropSmaller is better−7.9%

29.4%VolatilityLower is calmer12.8%

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

1–6PKW wins

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

More Ways to See the Pairs

AOTG vs PKW: Top 5 Holdings

Today

AOTG

46.0%in top 5

PKW

in top 522.8%

AOTGStockPKW

13.7%AMDnot top 5

11.2%NVDAnot top 5

10.6%MUnot top 5

5.2%AMZNnot top 5

5.2%TSMnot top 5

not top 5WFC5.1%

not top 5CRM4.6%

not top 5C4.5%

not top 5BAC4.3%

not top 5SCHW4.3%

Held in common7.5%

End-of-day Nov 3, 2026 · share of each fund

AOTG vs PKW Returns, Every Period

AOTAOTG

+0.3%

past year

PKWInvesco

+16.7%

past year

AOTGPKWFaded: behind in that period

1–2PKW wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: AOTG vs PKW

YTD

AOTAOTG

+5.4%

PKWInvesco

+12.5%

+5.4%Year to date+12.5%

−22.8%Worst drop · 1Y−7.9%

29.4%Volatility · 1Y12.8%

0.0%Yield0.6%

$97.3MAssets$1.7B

4–0PKW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOTG, IGV, PKW

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

PKW0.63%$63

AOTG0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AOTG, IGV, PKW

0.64%highest, PKW

FundTrailing yieldYield$10k

PKW0.64%$64

IGV0.02%$2

AOTG0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1most kept, PKW

PKW$64 − $63 = $1

IGV$2 − $38 = −$36

AOTG$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AOTG, IGV, PKW

Today

16.5%most shared, AOTG and IGV

AOTGIGVPKW

AOTG—16.5%7.5%

IGV16.5%—9.0%

PKW7.5%9.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%PKW, at 12.8% volatility

PKWWorst drop−7.9%12.8% vol

AOTGWorst drop−22.8%29.4% vol

IGVWorst drop−35.5%32.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PKWAOTG

+12.5%Year to date+5.4%

0.6%Yield0.0%

+16.7%Past year+0.3%

0.63%Fee0.75%

4–0PKW wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026