AOTG vs IGV

AAOTG

BIGV

Measures won3–2AOTG wins · of 6 · 5Y

$10,000 · 5Y$16,656PKW · IGV $11,824

Lowest cost0.38%IGV · $38 on $10k

Most income0.64%PKW · $64 on $10k

Smallest drop−7.9%PKW · worst fall in 1Y

Held in common16.5%AOTG and IGV

AOTG

IGV

AOT Growth and Innovation ETF · $97MiShares Expanded Tech-Software Sector ETF · $12.8B

+29.3%3 years · per year$21,604 · $15,595+16.0%

[…]5 years · per year[…] · $11,824+3.4%

0.75%Expense ratio$75 · $38 on $10k · lower wins0.38%

0.00%12-mo yield$0 · $2 on $10k0.02%

−22.8%Worst dropSmaller wins−35.5%

29.4%VolatilityLower wins32.7%

3–2AOTG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAOTG · IGV

5.0%MSFT8.8%

3.7%CRM4.1%

2.2%APP2.2%

1.9%ORCL6.7%

Held in common16.5%

End-of-day Nov 3, 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	PKW	Invesco BuyBack Achievers ETFRead Desk	0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
3	AAOTG	AOT Growth and Innovation ETFRead Desk	0.75%	0.00%	+1.9%	+5.4%	+0.3%	+29.3%	new	−22.8%	$97M

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

All Three

5Y3 funds

#
1	PKW	Invesco BuyBack Achievers ETFRead Desk	0.63%	0.64%	−0.7%	+12.5%	+16.7%	+22.3%	+10.7%	−7.9%	$1.7B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
3	AAOTG	AOT Growth and Innovation ETFRead Desk	0.75%	0.00%	+1.9%	+5.4%	+0.3%	+29.3%	new	−22.8%	$97M

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

Cards for this view

AOTG vs IGV

AOTG

AOT Growth and Innovation

[…]

IGV

iShares Expanded Tech-Software Sector

$11,824

MeasureAOTGIGV

Fee0.75%0.38%

Cost on $10k a year$75$38

Yield0.00%0.02%

5 years, per year[…]+3.4%

3 years, per year+29.3%+16.0%

Worst drop · 1Y−22.8%−35.5%

Volatility · 1Y29.4%32.7%

3–1measures won
AOTG first

16.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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