IGV vs SPYM

AIGV

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IGV $11,265

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common9.8%IGV and SPYM

IGV

SPYM

iShares Expanded Tech-Software Sector ETF · $12.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.3%3 years · per year$14,533 · $18,082+21.8%

+2.4%5 years · per year$11,264 · $17,192+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

0.02%12-mo yield$2 · $105 on $10k1.05%

−33.2%Worst dropSmaller wins−8.9%

32.9%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGV · SPYM

9.5%MSFT6.3%

7.9%PLTR0.6%

8.2%PANW0.4%

7.0%ORCL0.4%

Held in common9.8%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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

IGV vs SPYM

IGV

iShares Expanded Tech-Software Sector

$11,265

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIGVSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield0.02%1.05%

5 years, per year+2.4%+11.4%

3 years, per year+13.3%+21.8%

Worst drop · 1Y−33.2%−8.9%

Volatility · 1Y32.9%13.6%

6–0measures won
SPYM first

9.8%

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: IGV, SPYM

Today

9.8%most shared, IGV and SPYM

IGVSPYM

IGV—9.8%

SPYM9.8%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IGV$2 − $38 = −$36

KeptFee

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