UFOX vs IGV

AUFOX

BIGV

Measures won4–2UFOX wins · of 6 · 5Y

$10,000 · 5Y$20,602UFOX · IGV $11,584

Lowest cost0.30%UFOX · $30 on $10k

Most income0.49%UFOX · $49 on $10k

Smallest drop−33.2%IGV · worst fall in 1Y

Held in common4.6%UFOX and IGV

UFOX

IGV

Defiance Space and Connective Tech ETF · $733MiShares Expanded Tech-Software Sector ETF · $12.4B

+36.2%3 years · per year$25,250 · $14,660+13.6%

+15.6%5 years · per year$20,602 · $11,584+3.0%

0.30%Expense ratio$30 · $38 on $10k · lower wins0.38%

0.49%12-mo yield$49 · $2 on $10k0.02%

−35.5%Worst dropSmaller wins−33.2%

34.9%VolatilityLower wins32.9%

4–2UFOX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUFOX · IGV

2.4%ORCL7.1%

1.4%DDOG2.2%

1.2%DT0.5%

1.2%IDCC0.3%

Held in common4.6%

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

Both

5Y2 funds

#			Trend
1	AUFOX	Defiance Space and Connective Tech ETFRead Desk		0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

Both

5Y2 funds

#			Trend
1	AUFOX	Defiance Space and Connective Tech ETFRead Desk		0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

UFOX vs IGV

UFOX

Defiance Space and Connective Tech

$20,603

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureUFOXIGV

Fee0.30%0.38%

Cost on $10k a year$30$38

Yield0.49%0.02%

5 years, per year+15.6%+3.0%

3 years, per year+36.2%+13.6%

Worst drop · 1Y−35.5%−33.2%

Volatility · 1Y34.9%32.9%

4–2measures won
UFOX first

4.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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

Overlap: UFOX, IGV

Today

4.6%most shared, UFOX and IGV

UFOXIGV

UFOX—4.6%

IGV4.6%—

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

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

IGV$2 − $38 = −$36

KeptFee

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