IGV vs SPY

AIGV

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IGV $12,032

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common9.4%IGV and SPY

IGV

SPY

iShares Expanded Tech-Software Sector ETF · $13.0BState Street SPDR S&P 500 ETF · $805B

+15.8%3 years · per year$15,526 · $19,132+24.1%

+3.8%5 years · per year$12,032 · $18,060+12.6%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

0.02%12-mo yield$2 · $99 on $10k0.99%

−35.5%Worst dropSmaller wins−8.9%

32.7%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGV · SPY

8.9%MSFT5.9%

8.7%PLTR0.6%

8.8%PANW0.4%

8.5%CRWD0.4%

Held in common9.4%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$13.0B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$13.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGV vs SPY

IGV

iShares Expanded Tech-Software Sector

$12,032

SPY

SPDR S&P 500

$18,060

MeasureIGVSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield0.02%0.99%

5 years, per year+3.8%+12.6%

3 years, per year+15.8%+24.1%

Worst drop · 1Y−35.5%−8.9%

Volatility · 1Y32.7%12.9%

6–0measures won
SPY first

9.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IGV, SPY

Today

9.4%most shared, IGV and SPY

IGVSPY

IGV—9.4%

SPY9.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee