BAI vs IGV

ABAI

BIGV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,824IGV

Lowest cost0.38%IGV · $38 on $10k

Most income1.55%BAI · $155 on $10k

Smallest drop−30.9%BAI · worst fall in 1Y

Held in common7.4%BAI and IGV

BAI

IGV

iShares A.I. Innovation and Tech Active ETF · $11.9BiShares Expanded Tech-Software Sector ETF · $12.8B

[…]3 years · per year[…] · $15,595+16.0%

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

0.65%Expense ratio$65 · $38 on $10k · lower wins0.38%

1.55%12-mo yield$155 · $2 on $10k0.02%

−30.9%Worst dropSmaller wins−35.5%

45.8%VolatilityLower wins32.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBAI · IGV

2.7%MSFT8.8%

2.5%CRWD8.6%

1.8%PANW9.1%

1.0%ESTC0.3%

Held in common7.4%

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	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

BAI vs IGV

BAI

iShares A.I. Innovation and Tech Active

[…]

IGV

iShares Expanded Tech-Software Sector

$11,824

MeasureBAIIGV

Fee0.65%0.38%

Cost on $10k a year$65$38

Yield1.55%0.02%

5 years, per year[…]+3.4%

3 years, per year[…]+16.0%

Worst drop · 1Y−30.9%−35.5%

Volatility · 1Y45.8%32.7%

2–2measures won
level

7.4%

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: BAI, IGV

Today

7.4%most shared, BAI and IGV

BAIIGV

BAI—7.4%

IGV7.4%—

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

IGV$2 − $38 = −$36

KeptFee

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