TDAQ vs IVV

ATDAQ

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income19.23%TDAQ · $1,923 on $10k

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

Held in common52.8%TDAQ and IVV

TDAQ

IVV

TappAlpha Innovation 100 Growth & Daily Income ETF · $478MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $18,221+22.1%

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

0.68%Expense ratio$68 · $3 on $10k · lower wins0.03%

19.23%12-mo yield$1,923 · $114 on $10k1.14%

−15.2%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins13.6%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDAQ · IVV

8.3%AAPL7.7%

7.8%NVDA7.3%

6.7%MSFT6.2%

4.6%AMZN3.9%

Held in common52.8%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	19.23%	−7.1%	+3.6%	+3.9%	new	new	−15.2%	$478M

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	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
3	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	19.23%	−7.1%	+3.6%	+3.9%	new	new	−15.2%	$478M

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

TDAQ vs IVV

TDAQ

TappAlpha Innovation 100 Growth & Daily Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureTDAQIVV

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield19.23%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−15.2%−8.9%

Volatility · 1Y21.3%13.6%

3–1measures won
IVV first

52.8%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TDAQ, IVV, VOO

Today

93.5%most shared, IVV and VOO

TDAQIVVVOO

TDAQ—52.8%55.0%

IVV52.8%—93.5%

VOO55.0%93.5%—

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

Income After Fees on $10,000

$1,855most kept, TDAQ

TDAQ$1,923 − $68 = $1,855

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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