CHAT vs IGV

ACHAT

BIGV

Measures won2–3IGV wins · of 6 · 5Y

$10,000 · 5Y$11,265IGV

Lowest cost0.38%IGV · $38 on $10k

Most income2.49%CHAT · $249 on $10k

Smallest drop−33.2%IGV · worst fall in 1Y

Held in common14.1%CHAT and IGV

CHAT

IGV

Roundhill Generative AI & Technology ETF · $1.4BiShares Expanded Tech-Software Sector ETF · $12.4B

+38.2%3 years · per year$26,370 · $14,533+13.3%

[…]5 years · per year[…] · $11,264+2.4%

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

2.49%12-mo yield$249 · $2 on $10k0.02%

−37.3%Worst dropSmaller wins−33.2%

44.1%VolatilityLower wins32.9%

2–3IGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · IGV

6.5%MSFT9.5%

3.5%CRWD7.8%

1.9%PANW8.2%

1.2%DDOG2.2%

Held in common14.1%

End-of-day Nov 6, 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%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

End-of-day Nov 6, 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%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CHAT vs IGV

CHAT

Roundhill Generative AI & Technology

[…]

IGV

iShares Expanded Tech-Software Sector

$11,264

MeasureCHATIGV

Fee0.75%0.38%

Cost on $10k a year$75$38

Yield2.49%0.02%

5 years, per year[…]+2.4%

3 years, per year+38.2%+13.3%

Worst drop · 1Y−37.3%−33.2%

Volatility · 1Y44.1%32.9%

3–2measures won
IGV first

14.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CHAT, IGV

Today

14.1%most shared, CHAT and IGV

CHATIGV

CHAT—14.1%

IGV14.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee