IVV vs TDAQ

AIVV

BTDAQ

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income18.86%TDAQ · $1,886 on $10k

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

Held in common52.1%IVV and TDAQ

IVV

TDAQ

iShares Core S&P 500 ETF · $850BTappAlpha Innovation 100 Growth & Daily Income ETF · $486M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $68 on $10k · lower wins0.68%

1.14%12-mo yield$114 · $1,886 on $10k18.86%

−8.9%Worst dropSmaller wins−15.2%

13.6%VolatilityLower wins21.3%

3–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · TDAQ

7.9%AAPL8.7%

6.9%NVDA7.6%

6.3%MSFT6.9%

4.0%AMZN4.9%

Held in common52.1%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BTDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	18.86%	+2.0%	+5.7%	+5.2%	new	new	−15.2%	$486M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BTDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	18.86%	+2.0%	+5.7%	+5.2%	new	new	−15.2%	$486M

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

IVV vs TDAQ

IVV

iShares Core S&P 500

$17,177

TDAQ

TappAlpha Innovation 100 Growth & Daily Income

[…]

MeasureIVVTDAQ

Fee0.03%0.68%

Cost on $10k a year$3$68

Yield1.14%18.86%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−15.2%

Volatility · 1Y13.6%21.3%

3–1measures won
IVV first

52.1%

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: IVV, TDAQ, VOO

Today

92.2%most shared, IVV and VOO

IVVTDAQVOO

IVV—52.1%92.2%

TDAQ52.1%—54.8%

VOO92.2%54.8%—

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

Income After Fees on $10,000

$1,818most kept, TDAQ

TDAQ$1,886 − $68 = $1,818

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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