TDAQ vs IVV

ATDAQ

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%IVV · $3 on $10k

Most income18.16%TDAQ · $1,816 on $10k

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

Held in common52.4%TDAQ and IVV

TDAQ

IVV

TappAlpha Innovation 100 Growth & Daily Income ETF · $471MiShares Core S&P 500 ETF · $853B

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,545+11.9%

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

18.16%12-mo yield$1,816 · $111 on $10k1.11%

−15.2%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins13.8%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDAQ · IVV

8.5%AAPL7.9%

7.7%NVDA7.1%

6.7%MSFT6.2%

4.8%AMZN4.0%

Held in common52.4%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	18.16%	+3.9%	+9.7%	+11.7%	new	new	−15.2%	$471M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk	0.68%	18.16%	+3.9%	+9.7%	+11.7%	new	new	−15.2%	$471M

End-of-day Nov 9, 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

$17,545

MeasureTDAQIVV

Fee0.68%0.03%

Cost on $10k a year$68$3

Yield18.16%1.11%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−15.2%−8.9%

Volatility · 1Y21.5%13.8%

3–1measures won
IVV first

52.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: TDAQ, IVV, VTI

Today

86.0%most shared, IVV and VTI

TDAQIVVVTI

TDAQ—52.4%49.9%

IVV52.4%—86.0%

VTI49.9%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,748most kept, TDAQ

TDAQ$1,816 − $68 = $1,748

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee