WISE vs IGV

AWISE

BIGV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$11,265IGV

Lowest cost0.35%WISE · $35 on $10k

Most income5.70%WISE · $570 on $10k

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

Held in common8.8%WISE and IGV

WISE

IGV

Themes Generative Artificial Intelligence ETF · $22MiShares Expanded Tech-Software Sector ETF · $12.4B

[…]3 years · per year[…] · $14,533+13.3%

[…]5 years · per year[…] · $11,264+2.4%

0.35%Expense ratio$35 · $38 on $10k · lower wins0.38%

5.70%12-mo yield$570 · $2 on $10k0.02%

−39.2%Worst dropSmaller wins−33.2%

36.1%VolatilityLower wins32.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · IGV

4.6%PLTR7.9%

3.4%ORCL7.0%

2.0%RBRK0.6%

1.3%NCNO0.1%

Held in common8.8%

End-of-day Nov 6, 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%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.70%	+3.1%	−27.7%	−35.1%	new	new	−39.2%	$22M

End-of-day Nov 6, 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%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.70%	+3.1%	−27.7%	−35.1%	new	new	−39.2%	$22M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WISE vs IGV

WISE

Themes Generative Artificial Intelligence

[…]

IGV

iShares Expanded Tech-Software Sector

$11,264

MeasureWISEIGV

Fee0.35%0.38%

Cost on $10k a year$35$38

Yield5.70%0.02%

5 years, per year[…]+2.4%

3 years, per year[…]+13.3%

Worst drop · 1Y−39.2%−33.2%

Volatility · 1Y36.1%32.9%

2–2measures won
level

8.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: WISE, IGV

Today

8.8%most shared, WISE and IGV

WISEIGV

WISE—8.8%

IGV8.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$535most kept, WISE

WISE$570 − $35 = $535

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee