Compare · 3 funds side by side · dividends reinvested

BAI, IGV and IYW

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,504IYW · best of the three

02 / 04

BAI, IGV and IYW, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.0%+15.2%+33.2%+17.6%−16.8%25.0%$23.5B1.1

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.55%+15.0%+4.1%[…][…]−30.9%45.8%$11.9B2.2

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.8%−11.1%+16.0%+3.4%−35.5%32.7%$12.8B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BAI 2024 · IGV 2001 · IYW 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BAI

IGV

iShares Expanded Tech-Software Sector ETF · $12.8B$11,824

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

BAIMeasureIGV

+15.0%Year to dateJan 1 → Nov 3−2.8%

+4.1%1 yearTotal return−11.1%

[…]3 years · per year$10,000 became […] · $15,595+16.0%

[…]5 years · per year$10,000 became […] · $11,824+3.4%

0.65%Expense ratio$65 · $38 a year on $10k · lower is better0.38%

1.55%Trailing 12-mo yield$155 · $2 a year on $10k0.02%

−30.9%Worst dropSmaller is better−35.5%

45.8%VolatilityLower is calmer32.7%

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

4–2BAI wins

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

More Ways to See the Pairs

BAI vs IGV: Top 5 Holdings

Today

BAI

26.6%in top 5

IGV

in top 542.2%

BAIStockIGV

not top 5PANW9.1%

not top 5PLTR9.0%

not top 5MSFT8.8%

not top 5CRWD8.6%

not top 5ORCL6.7%

6.2%MUnot top 5

5.7%NVDAnot top 5

5.4%AMDnot top 5

5.0%TSMnot top 5

4.4%AVGOnot top 5

Held in common7.4%

End-of-day Nov 3, 2026 · share of each fund

BAI vs IGV Returns, Every Period

iSharesBAI

+4.1%

past year

IGViShares

−11.1%

past year

BAIIGVFaded: behind in that period

2–0BAI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: BAI vs IYW

YTD

iSharesBAI

+15.0%

IYWiShares

+20.0%

+15.0%Year to date+20.0%

−30.9%Worst drop · 1Y−16.8%

45.8%Volatility · 1Y25.0%

1.5%Yield0.1%

$11.9BAssets$23.5B

3–1IYW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAI, IGV, IYW

Today

0.37%lowest, IYW

FundExpense ratioFee$10k

IYW0.37%$37

IGV0.38%$38

BAI0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BAI, IGV, IYW

1.55%highest, BAI

FundTrailing yieldYield$10k

BAI1.55%$155

IYW0.10%$10

IGV0.02%$2

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

IYW$10 − $37 = −$27

IGV$2 − $38 = −$36

KeptFee

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

Overlap: BAI, IGV, IYW

Today

27.0%most shared, BAI and IYW

BAIIGVIYW

BAI—7.4%27.0%

IGV7.4%—22.4%

IYW27.0%22.4%—

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

Return vs Bumpiness: 3 ETFs

+15.2%IYW, at 25.0% volatility

IYWWorst drop−16.8%25.0% vol

IGVWorst drop−35.5%32.7% vol

BAIWorst drop−30.9%45.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAIIYW

+15.0%Year to date+20.0%

1.5%Yield0.1%

+4.1%Past year+15.2%

0.65%Fee0.37%

3–1IYW wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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