INVN vs IGV

AINVN

BIGV

Measures won3–1INVN wins · of 6 · 5Y

$10,000 · 5Y$11,824IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.23%INVN · $23 on $10k

Smallest drop−20.4%INVN · worst fall in 1Y

Held in common9.7%INVN and IGV

INVN

IGV

Alger Russell Innovation ETF · $11MiShares Expanded Tech-Software Sector ETF · $12.8B

[…]3 years · per year[…] · $15,595+16.0%

[…]5 years · per year[…] · $11,824+3.4%

0.55%Expense ratio$55 · $38 on $10k · lower wins0.38%

0.23%12-mo yield$23 · $2 on $10k0.02%

−20.4%Worst dropSmaller wins−35.5%

25.1%VolatilityLower wins32.7%

3–1INVN wins

$10,000 · 5 yearsOne scale

Shared top holdingsINVN · IGV

1.8%ADBE3.5%

2.0%WDAY1.4%

2.0%TEAM1.1%

1.9%ZM0.9%

Held in common9.7%

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
2	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	+0.2%	+24.4%	+27.2%	new	new	−20.4%	$11M

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
2	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	+0.2%	+24.4%	+27.2%	new	new	−20.4%	$11M

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

INVN vs IGV

INVN

Alger Russell Innovation

[…]

IGV

iShares Expanded Tech-Software Sector

$11,824

MeasureINVNIGV

Fee0.55%0.38%

Cost on $10k a year$55$38

Yield0.23%0.02%

5 years, per year[…]+3.4%

3 years, per year[…]+16.0%

Worst drop · 1Y−20.4%−35.5%

Volatility · 1Y25.1%32.7%

3–1measures won
INVN first

9.7%

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: INVN, IGV

Today

9.7%most shared, INVN and IGV

INVNIGV

INVN—9.7%

IGV9.7%—

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

Income After Fees on $10,000

−$32most kept, INVN

INVN$23 − $55 = −$32

IGV$2 − $38 = −$36

KeptFee

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