IGPT vs SPYM

AIGPT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common19.3%IGPT and SPYM

IGPT

SPYM

Invesco AI and Next Gen Software ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $185B

+39.0%3 years · per year$26,865 · $19,092+24.1%

+12.1%5 years · per year$17,665 · $17,749+12.2%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

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

−24.9%Worst dropSmaller wins−8.9%

40.0%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGPT · SPYM

8.6%NVDA7.8%

7.8%GOOGL2.5%

8.8%META2.1%

8.0%MU1.6%

Held in common19.3%

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B

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

IGPT vs SPYM

IGPT

Invesco AI and Next Gen Software

$17,665

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIGPTSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield0.00%1.03%

5 years, per year+12.1%+12.2%

3 years, per year+39.0%+24.1%

Worst drop · 1Y−24.9%−8.9%

Volatility · 1Y40.0%12.7%

5–1measures won
SPYM first

19.3%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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

Overlap: IGPT, SPYM, SPY, VOO

Today

99.9%most shared, SPYM and SPY

IGPTSPYMSPYVOO

IGPT—19.3%19.3%21.6%

SPYM19.3%—99.9%95.5%

SPY19.3%99.9%—95.5%

VOO21.6%95.5%95.5%—

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

IGPT$0 − $57 = −$57

KeptFee

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