IVV vs TMAT

AIVV

BTMAT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common5.7%IVV and TMAT

IVV

TMAT

iShares Core S&P 500 ETF · $853BMain Thematic Innovation ETF · $212M

+21.8%3 years · per year$18,084 · $19,140+24.2%

+11.4%5 years · per year$17,177 · $10,480+0.9%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.14%12-mo yield$114 · $2 on $10k0.02%

−8.9%Worst dropSmaller wins−23.4%

13.6%VolatilityLower wins30.4%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · TMAT

1.2%MU3.9%

1.0%AMD2.0%

0.4%PANW4.9%

0.3%GEV1.3%

Held in common5.7%

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 Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$212M

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

All Four

5Y4 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$212M

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 TMAT

IVV

iShares Core S&P 500

$17,177

TMAT

Main Thematic Innovation

$10,480

MeasureIVVTMAT

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.14%0.02%

5 years, per year+11.4%+0.9%

3 years, per year+21.8%+24.2%

Worst drop · 1Y−8.9%−23.4%

Volatility · 1Y13.6%30.4%

5–1measures won
IVV first

5.7%

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, TMAT, VOO, SPYM

Today

99.9%most shared, IVV and SPYM

IVVTMATVOOSPYM

IVV—5.7%92.2%99.9%

TMAT5.7%—7.6%5.7%

VOO92.2%7.6%—92.2%

SPYM99.9%5.7%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

TMAT$2 − $79 = −$77

KeptFee

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