VIS vs IYT

AVIS

BIYT

Measures won6–0VIS wins · of 6 · 5Y

$10,000 · 5Y$17,482VIS · IYT $12,909

Lowest cost0.09%VIS · $9 on $10k

Most income0.93%VIS · $93 on $10k

Smallest drop−12.5%VIS · worst fall in 1Y

Held in common13.1%VIS and IYT

VIS

IYT

Vanguard Industrials ETF · $8.0BiShares U.S. Transportation ETF · $2.0B

+22.8%3 years · per year$18,511 · $16,174+17.4%

+11.8%5 years · per year$17,482 · $12,909+5.2%

0.09%Expense ratio$9 · $37 on $10k · lower wins0.37%

0.93%12-mo yield$93 · $92 on $10k0.92%

−12.5%Worst dropSmaller wins−12.6%

18.3%VolatilityLower wins20.1%

6–0VIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · IYT

2.1%UNP18.7%

1.8%UBER13.8%

1.3%CSX10.0%

1.0%UPS4.9%

Held in common13.1%

End-of-day Nov 3, 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	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

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

Both

5Y2 funds

#			Trend
1	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.93%	+0.9%	+10.9%	+10.4%	+22.8%	+11.8%	−12.5%	$8.0B
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.92%	−0.5%	+11.8%	+15.4%	+17.4%	+5.2%	−12.6%	$2.0B

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

Cards for this view

VIS vs IYT

VIS

Vanguard Industrials

$17,482

IYT

iShares U.S. Transportation

$12,909

MeasureVISIYT

Fee0.09%0.37%

Cost on $10k a year$9$37

Yield0.93%0.92%

5 years, per year+11.8%+5.2%

3 years, per year+22.8%+17.4%

Worst drop · 1Y−12.5%−12.6%

Volatility · 1Y18.3%20.1%

5–0measures won
VIS first

13.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VIS, IYT

Today

13.1%most shared, VIS and IYT

VISIYT

VIS—13.1%

IYT13.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, VIS

VIS$93 − $9 = $84

IYT$92 − $37 = $55

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee