IBAT vs VGT

AIBAT

BVGT

Measures won1–3VGT wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT

Lowest cost0.09%VGT · $9 on $10k

Most income0.92%IBAT · $92 on $10k

Smallest drop−17.5%VGT · worst fall in 1Y

Held in common0.2%IBAT and VGT

IBAT

VGT

iShares Energy Storage & Materials ETF · $55MVanguard Information Technology ETF · $155B

[…]3 years · per year[…] · $21,348+28.8%

[…]5 years · per year[…] · $20,466+15.4%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

0.92%12-mo yield$92 · $44 on $10k0.44%

−30.7%Worst dropSmaller wins−17.5%

33.4%VolatilityLower wins26.5%

1–3VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · VGT

0.7%ENTG0.1%

1.1%ENPH0.0%

0.5%SEDG0.0%

Held in common0.2%

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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$55M

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

IBAT vs VGT

IBAT

iShares Energy Storage & Materials

[…]

VGT

Vanguard Information Technology

$20,466

MeasureIBATVGT

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield0.92%0.44%

5 years, per year[…]+15.4%

3 years, per year[…]+28.8%

Worst drop · 1Y−30.7%−17.5%

Volatility · 1Y33.4%26.5%

3–1measures won
VGT first

0.2%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IBAT, VGT

Today

0.2%most shared, IBAT and VGT

IBATVGT

IBAT—0.2%

VGT0.2%—

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

Income After Fees on $10,000

$45most kept, IBAT

IBAT$92 − $47 = $45

VGT$44 − $9 = $35

KeptFee

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