XT vs IVV

AXT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income7.18%XT · $718 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common31.6%XT and IVV

IVV

iShares Future Exponential Technologies ETF · $4.0BiShares Core S&P 500 ETF · $887B

+21.0%3 years · per year$17,709 · $18,221+22.1%

+6.2%5 years · per year$13,514 · $17,151+11.4%

0.46%Expense ratio$46 · $3 on $10k · lower wins0.03%

7.18%12-mo yield$718 · $114 on $10k1.14%

−10.4%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXT · IVV

4.3%MSFT6.2%

3.4%NVDA7.3%

2.8%AMZN3.9%

1.8%GOOGL2.6%

Held in common31.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.18%	−5.9%	+14.2%	+16.1%	+21.0%	+6.2%	−10.4%	$4.0B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.18%	−5.9%	+14.2%	+16.1%	+21.0%	+6.2%	−10.4%	$4.0B

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

XT vs IVV

iShares Future Exponential Technologies

$13,514

IVV

iShares Core S&P 500

$17,152

MeasureXTIVV

Fee0.46%0.03%

Cost on $10k a year$46$3

Yield7.18%1.14%

5 years, per year+6.2%+11.4%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y18.7%13.6%

5–1measures won
IVV first

31.6%

holdings shared

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

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

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

Overlap: XT, IVV, VOO

Today

93.5%most shared, IVV and VOO

XTIVVVOO

XT—31.6%30.9%

IVV31.6%—93.5%

VOO30.9%93.5%—

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

Income After Fees on $10,000

$672most kept, XT

XT$718 − $46 = $672

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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