IPOS vs VT

AIPOS

BVT

Measures won0–6VT wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common0.0%IPOS and VT

IPOS

Renaissance International IPO ETF · $9MVanguard Total World Stock ETF · $81.8B

+12.0%3 years · per year$14,037 · $17,563+20.7%

−9.3%5 years · per year$6,132 · $15,649+9.4%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

0.83%12-mo yield$83 · $159 on $10k1.59%

−33.2%Worst dropSmaller wins−9.7%

35.7%VolatilityLower wins14.7%

0–6VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPOS · VT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.83%	−1.8%	+3.7%	+1.7%	+12.0%	−9.3%	−33.2%	$9M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	AIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.83%	−1.8%	+3.7%	+1.7%	+12.0%	−9.3%	−33.2%	$9M

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

IPOS vs VT

IPOS

Renaissance International IPO

$6,132

Vanguard Total World Stock

$15,649

MeasureIPOSVT

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield0.83%1.59%

5 years, per year−9.3%+9.4%

3 years, per year+12.0%+20.7%

Worst drop · 1Y−33.2%−9.7%

Volatility · 1Y35.7%14.7%

6–0measures won
VT first

0.0%

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: IPOS, VT, SPY

Today

55.1%most shared, VT and SPY

IPOSVTSPY

IPOS—0.0%0.0%

VT0.0%—55.1%

SPY0.0%55.1%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

SPY$103 − $9 = $94

IPOS$83 − $80 = $3

KeptFee

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