BAI vs TMAT

ABAI

BTMAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,584IGV · TMAT $10,938

Lowest cost0.38%IGV · $38 on $10k

Most income1.65%BAI · $165 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common14.2%BAI and TMAT

BAI

TMAT

iShares A.I. Innovation and Tech Active ETF · $11.2BMain Thematic Innovation ETF · $218M

[…]3 years · per year[…] · $19,632+25.2%

[…]5 years · per year[…] · $10,938+1.8%

0.65%Expense ratio$65 · $79 on $10k · lower wins0.79%

1.65%12-mo yield$165 · $2 on $10k0.02%

−40.0%Worst dropSmaller wins−23.4%

48.2%VolatilityLower wins30.9%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAI · TMAT

5.5%MU4.0%

5.6%AMD2.2%

1.9%PANW4.7%

1.9%LITE1.7%

Held in common14.2%

End-of-day Nov 9, 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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
2	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
3	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.65%	+6.1%	+7.9%	+4.1%	new	new	−40.0%	$11.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
2	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
3	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.65%	+6.1%	+7.9%	+4.1%	new	new	−40.0%	$11.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAI vs TMAT

BAI

iShares A.I. Innovation and Tech Active

[…]

TMAT

Main Thematic Innovation

$10,938

MeasureBAITMAT

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield1.65%0.02%

5 years, per year[…]+1.8%

3 years, per year[…]+25.2%

Worst drop · 1Y−40.0%−23.4%

Volatility · 1Y48.2%30.9%

2–2measures won
level

14.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BAI, TMAT, IGV

Today

14.2%most shared, BAI and TMAT

BAITMATIGV

BAI—14.2%8.6%

TMAT14.2%—12.2%

IGV8.6%12.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, BAI

BAI$165 − $65 = $100

IGV$2 − $38 = −$36

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee