Compare · 3 funds side by side · dividends reinvested

IDGT, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IDGT, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.92%+18.5%+14.9%+23.2%+7.9%−25.3%27.6%$361M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IDGT 2001 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Digital Infrastructure and Real Estate ETF · $361M$14,607

IDGT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

IDGTMeasureVIG

+18.5%Year to dateJan 1 → Nov 6+12.1%

+14.9%1 yearTotal return+14.3%

+23.2%3 years · per year$10,000 became $18,695 · $16,669+18.6%

+7.9%5 years · per year$10,000 became $14,607 · $16,243+10.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

0.92%Trailing 12-mo yield$92 · $150 a year on $10k1.50%

−25.3%Worst dropSmaller is better−7.9%

27.6%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IDGT vs VIG: Top 5 Holdings

Today

IDGT

43.7%in top 5

VIG

in top 522.1%

IDGTStockVIG

11.4%AMTnot top 5

10.0%EQIXnot top 5

8.9%SBACnot top 5

7.8%CCInot top 5

5.5%FSLYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.0%

End-of-day Nov 6, 2026 · share of each fund

IDGT vs VIG Returns, Every Period

iSharesIDGT

+7.9%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IDGTVIGFaded: behind in that period

3–1IDGT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDGT vs VIG

YTD

iSharesIDGT

+18.5%

VIGVanguard

+12.1%

+18.5%Year to date+12.1%

−25.3%Worst drop · 1Y−7.9%

27.6%Volatility · 1Y10.8%

0.9%Yield1.5%

$361MAssets$109B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDGT, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

IDGT0.37%$37

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IDGT, VIG, SMH

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

IDGT0.92%$92

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IDGT$92 − $37 = $55

SMH$24 − $35 = −$11

KeptFee

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

Overlap: IDGT, VIG, SMH

Today

10.3%most shared, VIG and SMH

IDGTVIGSMH

IDGT—3.0%3.9%

VIG3.0%—10.3%

SMH3.9%10.3%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

IDGTWorst drop−25.3%27.6% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMH

+12.1%Year to date+28.8%

1.5%Yield0.2%

+14.3%Past year+29.5%

0.04%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026