AIQ vs SPY

AAIQ

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,911AIQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common30.3%AIQ and SPY

AIQ

SPY

Global X - Artificial Intelligence & Technology ETF · $9.6BState Street SPDR S&P 500 ETF · $819B

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

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

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

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

−20.2%Worst dropSmaller wins−8.9%

30.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIQ · SPY

4.3%MSFT6.2%

3.3%AMZN3.9%

3.2%AAPL7.7%

2.8%NVDA7.3%

Held in common30.3%

End-of-day Nov 5, 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	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

All Three

5Y3 funds

#
1	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	−6.2%	+10.4%	+9.0%	+29.2%	+12.4%	−20.2%	$9.6B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

AIQ vs SPY

AIQ

Global X - Artificial Intelligence & Technology

$17,911

SPY

SPDR S&P 500

$17,099

MeasureAIQSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield0.08%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+29.2%+22.0%

Worst drop · 1Y−20.2%−8.9%

Volatility · 1Y30.2%13.6%

4–2measures won
SPY first

30.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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