VCLN vs IGV

AVCLN

BIGV

Measures won4–2VCLN wins · of 6 · 5Y

$10,000 · 5Y$11,584IGV · VCLN $9,760

Lowest cost0.38%IGV · $38 on $10k

Most income2.01%VCLN · $201 on $10k

Smallest drop−30.8%VCLN · worst fall in 1Y

Held in common0.0%VCLN and IGV

VCLN

IGV

Virtus Duff & Phelps Clean Energy ETF · $5MiShares Expanded Tech-Software Sector ETF · $12.4B

+19.8%3 years · per year$17,192 · $14,660+13.6%

−0.5%5 years · per year$9,760 · $11,584+3.0%

0.59%Expense ratio$59 · $38 on $10k · lower wins0.38%

2.01%12-mo yield$201 · $2 on $10k0.02%

−30.8%Worst dropSmaller wins−33.2%

30.7%VolatilityLower wins32.9%

4–2VCLN wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCLN · IGV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.01%	+2.4%	+3.8%	+1.9%	+19.8%	−0.5%	−30.8%	$5M

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	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
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.01%	+2.4%	+3.8%	+1.9%	+19.8%	−0.5%	−30.8%	$5M

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

VCLN vs IGV

VCLN

Virtus Duff & Phelps Clean Energy

$9,760

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureVCLNIGV

Fee0.59%0.38%

Cost on $10k a year$59$38

Yield2.01%0.02%

5 years, per year−0.5%+3.0%

3 years, per year+19.8%+13.6%

Worst drop · 1Y−30.8%−33.2%

Volatility · 1Y30.7%32.9%

4–2measures won
VCLN first

0.0%

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: VCLN, IGV

Today

0.0%most shared, VCLN and IGV

VCLNIGV

VCLN—0.0%

IGV0.0%—

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

Income After Fees on $10,000

$142most kept, VCLN

VCLN$201 − $59 = $142

IGV$2 − $38 = −$36

KeptFee

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