VT vs IGV

AVT

BIGV

Measures won6–0VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · IGV $11,367

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common5.6%VT and IGV

IGV

Vanguard Total World Stock ETF · $81.8BiShares Expanded Tech-Software Sector ETF · $13.0B

+21.0%3 years · per year$17,695 · $14,673+13.6%

+9.3%5 years · per year$15,576 · $11,367+2.6%

0.06%Expense ratio$6 · $38 on $10k · lower wins0.38%

1.59%12-mo yield$159 · $2 on $10k0.02%

−9.7%Worst dropSmaller wins−33.3%

14.7%VolatilityLower wins32.9%

6–0VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · IGV

3.2%MSFT9.4%

0.4%PLTR8.4%

0.3%PANW8.6%

0.2%CRWD8.2%

Held in common5.6%

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

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

VT vs IGV

Vanguard Total World Stock

$15,576

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureVTIGV

Fee0.06%0.38%

Cost on $10k a year$6$38

Yield1.59%0.02%

5 years, per year+9.3%+2.6%

3 years, per year+21.0%+13.6%

Worst drop · 1Y−9.7%−33.3%

Volatility · 1Y14.7%32.9%

6–0measures won
VT first

5.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: VT, IGV

Today

5.6%most shared, VT and IGV

VTIGV

VT—5.6%

IGV5.6%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

IGV$2 − $38 = −$36

KeptFee

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