CHAT vs VOO

ACHAT

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IGV $11,584

Lowest cost0.03%VOO · $3 on $10k

Most income2.36%CHAT · $236 on $10k

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

Held in common32.0%CHAT and VOO

CHAT

VOO

Roundhill Generative AI & Technology ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+39.6%3 years · per year$27,201 · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

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

2.36%12-mo yield$236 · $107 on $10k1.07%

−37.3%Worst dropSmaller wins−8.9%

44.3%VolatilityLower wins13.7%

2–3VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · VOO

8.0%NVDA8.4%

6.3%MSFT5.8%

5.7%AMZN3.7%

6.7%GOOGL3.1%

Held in common32.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	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
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.36%	+5.6%	+21.0%	+16.5%	+39.6%	new	−37.3%	$1.4B

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

CHAT vs VOO

CHAT

Roundhill Generative AI & Technology

[…]

VOO

Vanguard S&P 500

$17,543

MeasureCHATVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield2.36%1.07%

5 years, per year[…]+11.9%

3 years, per year+39.6%+22.0%

Worst drop · 1Y−37.3%−8.9%

Volatility · 1Y44.3%13.7%

3–2measures won
VOO first

32.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

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

Overlap: CHAT, VOO, IGV

Today

32.0%most shared, CHAT and VOO

CHATVOOIGV

CHAT—32.0%13.6%

VOO32.0%—9.5%

IGV13.6%9.5%—

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

Income After Fees on $10,000

$161most kept, CHAT

CHAT$236 − $75 = $161

VOO$107 − $3 = $104

IGV$2 − $38 = −$36

KeptFee

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