IVV vs ARTY

AIVV

BARTY

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · ARTY $13,645

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common15.7%IVV and ARTY

IVV

ARTY

iShares Core S&P 500 ETF · $850BiShares Future AI & Tech ETF · $3.1B

+22.1%3 years · per year$18,221 · $20,629+27.3%

+11.4%5 years · per year$17,151 · $13,645+6.4%

0.03%Expense ratio$3 · $47 on $10k · lower wins0.47%

1.14%12-mo yield$114 · $7 on $10k0.07%

−8.9%Worst dropSmaller wins−27.7%

13.6%VolatilityLower wins41.9%

5–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · ARTY

7.3%NVDA4.7%

6.2%MSFT3.4%

2.3%AVGO4.8%

1.4%MU4.1%

Held in common15.7%

End-of-day Nov 5, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−10.5%	+22.0%	+19.0%	+27.3%	+6.4%	−27.7%	$3.1B

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

Cards for this view

IVV vs ARTY

IVV

iShares Core S&P 500

$17,152

ARTY

iShares Future AI & Tech

$13,645

MeasureIVVARTY

Fee0.03%0.47%

Cost on $10k a year$3$47

Yield1.14%0.07%

5 years, per year+11.4%+6.4%

3 years, per year+22.1%+27.3%

Worst drop · 1Y−8.9%−27.7%

Volatility · 1Y13.6%41.9%

5–1measures won
IVV first

15.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, ARTY

Today

15.7%most shared, IVV and ARTY

IVVARTY

IVV—15.7%

ARTY15.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee