ARKF vs IGM

AARKF

BIGM

Measures won0–6IGM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM · ARKF $7,903

Lowest cost0.37%IGM · $37 on $10k

Most income0.15%IGM · $15 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common14.1%ARKF and IGM

ARKF

IGM

ARK Blockchain & Fintech Innovation ETF · $831MiShares Expanded Tech Sector ETF · $10.3B

+34.5%3 years · per year$24,356 · $24,754+35.3%

−4.6%5 years · per year$7,903 · $21,573+16.6%

0.75%Expense ratio$75 · $37 on $10k · lower wins0.37%

0.10%12-mo yield$10 · $15 on $10k0.15%

−36.1%Worst dropSmaller wins−15.5%

34.4%VolatilityLower wins25.9%

0–6IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKF · IGM

4.7%META4.5%

3.0%NVDA8.3%

4.4%PLTR2.0%

1.6%AMD4.0%

Held in common14.1%

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

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	AARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+0.5%	−11.1%	−25.2%	+34.5%	−4.6%	−36.1%	$831M

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

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	AARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+0.5%	−11.1%	−25.2%	+34.5%	−4.6%	−36.1%	$831M

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

ARKF vs IGM

ARKF

ARK Blockchain & Fintech Innovation

$7,903

IGM

iShares Expanded Tech Sector

$21,573

MeasureARKFIGM

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.10%0.15%

5 years, per year−4.6%+16.6%

3 years, per year+34.5%+35.3%

Worst drop · 1Y−36.1%−15.5%

Volatility · 1Y34.4%25.9%

5–0measures won
IGM first

14.1%

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: ARKF, IGM

Today

14.1%most shared, ARKF and IGM

ARKFIGM

ARKF—14.1%

IGM14.1%—

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

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

ARKF$10 − $75 = −$65

KeptFee

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