Compare · 2 funds side by side · dividends reinvested

BAI and IGM

BAIiShares×IGMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,692IGM · best of the two

02 / 04

BAI and IGM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.3B1.1

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.59%+11.9%+1.1%[…][…]−31.3%45.9%$11.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BAI 2024 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares A.I. Innovation and Tech Active ETF · $11.9B[…]

BAI

IGM

iShares Expanded Tech Sector ETF · $10.3B$21,692

$10,000 five years ago, dividends reinvested · they hold 31.5% in common

BAIMeasureIGM

+11.9%Year to dateJan 1 → Nov 4+16.9%

+1.1%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $24,548+34.9%

[…]5 years · per year$10,000 became […] · $21,692+16.8%

0.65%Expense ratio$65 · $37 a year on $10k · lower is better0.37%

1.59%Trailing 12-mo yield$159 · $15 a year on $10k0.15%

−31.3%Worst dropSmaller is better−15.5%

45.9%VolatilityLower is calmer25.9%

BAIIGM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IGM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAI vs IGM: Top 5 Holdings

Today

BAI

27.0%in top 5

IGM

in top 539.7%

BAIStockIGM

not top 5MSFT9.7%

not top 5AAPL9.6%

5.9%NVDA8.5%

4.6%AVGO7.4%

6.0%MUnot top 5

5.3%AMDnot top 5

5.1%TSMnot top 5

not top 5META4.6%

Held in common31.5%

End-of-day Nov 4, 2026 · share of each fund

BAI vs IGM Returns, Every Period

iSharesBAI

+1.1%

past year

IGMiShares

+12.7%

past year

BAIIGMFaded: behind in that period

0–2IGM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BAI vs IGM

YTD

iSharesBAI

+11.9%

IGMiShares

+16.9%

+11.9%Year to date+16.9%

−31.3%Worst drop · 1Y−15.5%

45.9%Volatility · 1Y25.9%

1.6%Yield0.1%

$11.9BAssets$10.3B

3–1IGM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAI, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

BAI0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BAI, IGM

1.59%highest, BAI

FundTrailing yieldYield$10k

BAI1.59%$159

IGM0.15%$15

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, BAI

BAI$159 − $65 = $94

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BAI, IGM

Today

31.5%most shared, BAI and IGM

BAIIGM

BAI—31.5%

IGM31.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.7%IGM, at 25.9% volatility

IGMWorst drop−15.5%25.9% vol

BAIWorst drop−31.3%45.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BAIIGM

+11.9%Year to date+16.9%

1.6%Yield0.1%

+1.1%Past year+12.7%

0.65%Fee0.37%

3–1IGM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026