IGPT vs SPY

AIGPT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IGPT $15,915

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common17.0%IGPT and SPY

IGPT

SPY

Invesco AI and Next Gen Software ETF · $1.2BState Street SPDR S&P 500 ETF · $819B

+32.8%3 years · per year$23,415 · $18,039+21.7%

+9.7%5 years · per year$15,915 · $17,118+11.3%

0.57%Expense ratio$57 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $103 on $10k1.03%

−32.5%Worst dropSmaller wins−8.9%

41.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGPT · SPY

8.6%NVDA6.9%

8.8%GOOGL2.6%

9.8%META2.1%

7.0%MU1.2%

Held in common17.0%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+3.2%	+26.6%	+24.6%	+32.8%	+9.7%	−32.5%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+3.2%	+26.6%	+24.6%	+32.8%	+9.7%	−32.5%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGPT vs SPY

IGPT

Invesco AI and Next Gen Software

$15,915

SPY

SPDR S&P 500

$17,118

MeasureIGPTSPY

Fee0.57%0.09%

Cost on $10k a year$57$9

Yield0.00%1.03%

5 years, per year+9.7%+11.3%

3 years, per year+32.8%+21.7%

Worst drop · 1Y−32.5%−8.9%

Volatility · 1Y41.5%13.6%

5–1measures won
SPY first

17.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IGPT, SPY

Today

17.0%most shared, IGPT and SPY

IGPTSPY

IGPT—17.0%

SPY17.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IGPT$0 − $57 = −$57

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee