IBAT vs VYM

AIBAT

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.0%IBAT and VYM

IBAT

VYM

iShares Energy Storage & Materials ETF · $51MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.47%Expense ratio$47 · $4 on $10k · lower wins0.04%

0.89%12-mo yield$89 · $226 on $10k2.26%

−30.7%Worst dropSmaller wins−6.7%

33.4%VolatilityLower wins10.8%

0–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · VYM

4.5%LIN0.9%

3.4%ETN0.7%

7.7%APD0.3%

0.8%DOW0.1%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

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

IBAT vs VYM

IBAT

iShares Energy Storage & Materials

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureIBATVYM

Fee0.47%0.04%

Cost on $10k a year$47$4

Yield0.89%2.26%

5 years, per year[…]+11.5%

3 years, per year[…]+19.7%

Worst drop · 1Y−30.7%−6.7%

Volatility · 1Y33.4%10.8%

4–0measures won
VYM first

2.0%

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%

$120BAssets$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: IBAT, VYM

Today

2.0%most shared, IBAT and VYM

IBATVYM

IBAT—2.0%

VYM2.0%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

IBAT$89 − $47 = $42

KeptFee

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