ARKK vs IGV

AARKK

BIGV

Measures won2–4IGV wins · of 6 · 5Y

$10,000 · 5Y$11,824IGV · ARKK $6,738

Lowest cost0.38%IGV · $38 on $10k

Most income0.02%IGV · $2 on $10k

Smallest drop−28.6%ARKK · worst fall in 1Y

Held in common3.5%ARKK and IGV

ARKK

IGV

ARK Innovation ETF · $7.9BiShares Expanded Tech-Software Sector ETF · $12.8B

+33.1%3 years · per year$23,554 · $15,595+16.0%

−7.6%5 years · per year$6,738 · $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%

−28.6%Worst dropSmaller wins−35.5%

37.5%VolatilityLower wins32.7%

2–4IGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKK · IGV

2.6%PLTR9.0%

4.6%CRCL0.5%

1.6%BMNR0.4%

Held in common3.5%

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

Both

5Y2 funds

#			Trend
1	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
2	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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	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
2	AARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

ARKK vs IGV

ARKK

ARK Innovation

$6,738

IGV

iShares Expanded Tech-Software Sector

$11,825

MeasureARKKIGV

Fee0.75%0.38%

Cost on $10k a year$75$38

Yield0.00%0.02%

5 years, per year−7.6%+3.4%

3 years, per year+33.1%+16.0%

Worst drop · 1Y−28.6%−35.5%

Volatility · 1Y37.5%32.7%

3–2measures won
IGV first

3.5%

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: ARKK, IGV

Today

3.5%most shared, ARKK and IGV

ARKKIGV

ARKK—3.5%

IGV3.5%—

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

ARKK$0 − $75 = −$75

KeptFee

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