ION vs VT

AION

BVT

Measures won1–4VT wins · of 6 · 5Y

$10,000 · 5Y$16,014VT

Lowest cost0.06%VT · $6 on $10k

Most income2.19%ION · $219 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.1%ION and VT

ION

ProShares S&P Global Core Battery Metals ETF · $9MVanguard Total World Stock ETF · $81.8B

+10.2%3 years · per year$13,370 · $18,441+22.6%

[…]5 years · per year[…] · $16,014+9.9%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

2.19%12-mo yield$219 · $156 on $10k1.56%

−44.6%Worst dropSmaller wins−9.7%

38.4%VolatilityLower wins14.0%

1–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsION · VT

2.5%ELV0.1%

3.2%ALB0.0%

2.1%AMG0.0%

Held in common0.1%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.19%	−0.2%	−26.5%	−9.5%	+10.2%	new	−44.6%	$9M

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	AION	ProShares S&P Global Core Battery Metals ETFRead Desk		0.58%	2.19%	−0.2%	−26.5%	−9.5%	+10.2%	new	−44.6%	$9M

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

ION vs VT

ION

ProShares S&P Global Core Battery Metals

[…]

Vanguard Total World Stock

$16,014

MeasureIONVT

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield2.19%1.56%

5 years, per year[…]+9.9%

3 years, per year+10.2%+22.6%

Worst drop · 1Y−44.6%−9.7%

Volatility · 1Y38.4%14.0%

4–1measures won
VT first

0.1%

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: ION, VT

Today

0.1%most shared, ION and VT

IONVT

ION—0.1%

VT0.1%—

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

Income After Fees on $10,000

$161most kept, ION

ION$219 − $58 = $161

VT$156 − $6 = $150

KeptFee

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