CHAT vs IVV

ACHAT

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income2.31%CHAT · $231 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common29.0%CHAT and IVV

CHAT

IVV

Roundhill Generative AI & Technology ETF · $1.5BiShares Core S&P 500 ETF · $887B

+42.9%3 years · per year$29,167 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

2.31%12-mo yield$231 · $109 on $10k1.09%

−30.3%Worst dropSmaller wins−8.9%

42.8%VolatilityLower wins12.9%

2–3IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · IVV

8.0%NVDA7.3%

6.1%MSFT6.2%

5.4%AMZN3.9%

6.3%GOOGL2.6%

Held in common29.0%

End-of-day Nov 5, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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

Cards for this view

CHAT vs IVV

CHAT

Roundhill Generative AI & Technology

[…]

IVV

iShares Core S&P 500

$18,118

MeasureCHATIVV

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield2.31%1.09%

5 years, per year[…]+12.6%

3 years, per year+42.9%+24.2%

Worst drop · 1Y−30.3%−8.9%

Volatility · 1Y42.8%12.9%

3–2measures won
IVV first

29.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CHAT, IVV

Today

29.0%most shared, CHAT and IVV

CHATIVV

CHAT—29.0%

IVV29.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee