IGM vs ARKF

AIGM

BARKF

Measures won6–0IGM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM · ARKF $7,903

Lowest cost0.37%IGM · $37 on $10k

Most income0.15%IGM · $15 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common14.1%IGM and ARKF

IGM

ARKF

iShares Expanded Tech Sector ETF · $10.3BARK Blockchain & Fintech Innovation ETF · $831M

+35.3%3 years · per year$24,754 · $24,356+34.5%

+16.6%5 years · per year$21,573 · $7,903−4.6%

0.37%Expense ratio$37 · $75 on $10k · lower wins0.75%

0.15%12-mo yield$15 · $10 on $10k0.10%

−15.5%Worst dropSmaller wins−36.1%

25.9%VolatilityLower wins34.4%

6–0IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · ARKF

4.5%META4.7%

8.3%NVDA3.0%

2.0%PLTR4.4%

4.0%AMD1.6%

Held in common14.1%

End-of-day Nov 3, 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	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+0.5%	−11.1%	−25.2%	+34.5%	−4.6%	−36.1%	$831M

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

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BARKF	ARK Blockchain & Fintech Innovation ETFRead Desk		0.75%	0.10%	+0.5%	−11.1%	−25.2%	+34.5%	−4.6%	−36.1%	$831M

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

Cards for this view

IGM vs ARKF

IGM

iShares Expanded Tech Sector

$21,573

ARKF

ARK Blockchain & Fintech Innovation

$7,903

MeasureIGMARKF

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield0.15%0.10%

5 years, per year+16.6%−4.6%

3 years, per year+35.3%+34.5%

Worst drop · 1Y−15.5%−36.1%

Volatility · 1Y25.9%34.4%

5–0measures won
IGM first

14.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IGM, ARKF

Today

14.1%most shared, IGM and ARKF

IGMARKF

IGM—14.1%

ARKF14.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

ARKF$10 − $75 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee