Compare · 3 funds side by side · dividends reinvested

AOTG, IGV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

AOTG, IGV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.1

AOT Growth and Innovation ETFThematic · Disruptive tech0.75%0.00%+4.1%+3.6%+27.0%[…]−21.5%30.5%$96M2.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.8B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: AOTG 2022 · IGV 2001 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

AOT Growth and Innovation ETF · $96M[…]

AOTG

IGV

iShares Expanded Tech-Software Sector ETF · $12.8B$11,584

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

AOTGMeasureIGV

+4.1%Year to dateJan 1 → Nov 9−4.0%

+3.6%1 yearTotal return−7.2%

+27.0%3 years · per year$10,000 became $20,482 · $14,660+13.6%

[…]5 years · per year$10,000 became […] · $11,584+3.0%

0.75%Expense ratio$75 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $2 a year on $10k0.02%

−21.5%Worst dropSmaller is better−33.2%

30.5%VolatilityLower is calmer32.9%

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

5–2AOTG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AOTG vs IGV: Top 5 Holdings

Today

AOTG

44.6%in top 5

IGV

in top 540.6%

AOTGStockIGV

13.6%AMDnot top 5

10.7%NVDAnot top 5

5.5%MSFT9.4%

9.1%MUnot top 5

not top 5PLTR8.2%

not top 5PANW8.1%

not top 5CRWD7.8%

not top 5ORCL7.1%

5.7%AMZNnot top 5

Held in common18.5%

End-of-day Nov 9, 2026 · share of each fund

AOTG vs IGV Returns, Every Period

AOTAOTG

+3.6%

past year

IGViShares

−7.2%

past year

AOTGIGVFaded: behind in that period

3–0AOTG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AOTG vs VOO

YTD

AOTAOTG

+4.1%

VOOVanguard

+11.3%

+4.1%Year to date+11.3%

−21.5%Worst drop · 1Y−8.9%

30.5%Volatility · 1Y13.7%

0.0%Yield1.1%

$96.0MAssets$1.00T

4–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AOTG, IGV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IGV0.38%$38

AOTG0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AOTG, IGV, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

IGV0.02%$2

AOTG0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

IGV$2 − $38 = −$36

AOTG$0 − $75 = −$75

KeptFee

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

Overlap: AOTG, IGV, VOO

Today

32.5%most shared, AOTG and VOO

AOTGIGVVOO

AOTG—18.5%32.5%

IGV18.5%—9.5%

VOO32.5%9.5%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

AOTGWorst drop−21.5%30.5% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOAOTG

+11.3%Year to date+4.1%

1.1%Yield0.0%

+13.6%Past year+3.6%

0.03%Fee0.75%

4–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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