IVV vs CHAT

AIVV

BCHAT

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV

Lowest cost0.03%IVV · $3 on $10k

Most income2.57%CHAT · $257 on $10k

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

Held in common29.0%IVV and CHAT

IVV

CHAT

iShares Core S&P 500 ETF · $887BRoundhill Generative AI & Technology ETF · $1.5B

+22.1%3 years · per year$18,221 · $25,985+37.5%

+11.4%5 years · per year$17,151 · […][…]

0.03%Expense ratio$3 · $75 on $10k · lower wins0.75%

1.14%12-mo yield$114 · $257 on $10k2.57%

−8.9%Worst dropSmaller wins−37.3%

13.6%VolatilityLower wins43.9%

3–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CHAT

7.3%NVDA8.0%

6.2%MSFT6.1%

3.9%AMZN5.4%

2.6%GOOGL6.3%

Held in common29.0%

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%	$886.8B
2	BCHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B

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%	$886.8B
2	BCHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.57%	−10.3%	+10.8%	+4.2%	+37.5%	new	−37.3%	$1.5B

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 CHAT

IVV

iShares Core S&P 500

$17,151

CHAT

Roundhill Generative AI & Technology

[…]

MeasureIVVCHAT

Fee0.03%0.75%

Cost on $10k a year$3$75

Yield1.14%2.57%

5 years, per year+11.4%[…]

3 years, per year+22.1%+37.5%

Worst drop · 1Y−8.9%−37.3%

Volatility · 1Y13.6%43.9%

3–2measures won
IVV first

29.0%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, CHAT

Today

29.0%most shared, IVV and CHAT

IVVCHAT

IVV—29.0%

CHAT29.0%—

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

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

IVV$114 − $3 = $111

KeptFee

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