Compare · 3 funds side by side · dividends reinvested

IGM, AOTG and JGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,573IGM · best of the three

02 / 04

IGM, AOTG and JGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B1.4

JPMorgan Active Growth ETFUS Stock Styles · Growth0.44%0.16%−2.4%−5.9%+20.8%[…]−15.4%18.7%$9.4B2.0

AOT Growth and Innovation ETFThematic · Disruptive tech0.75%0.00%+5.4%+0.3%+29.3%[…]−22.8%29.4%$97M2.6

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: IGM 2001 · AOTG 2022 · JGRO 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.3B$21,573

IGM

AOTG

AOT Growth and Innovation ETF · $97M[…]

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

IGMMeasureAOTG

+16.6%Year to dateJan 1 → Nov 3+5.4%

+12.6%1 yearTotal return+0.3%

+35.3%3 years · per year$10,000 became $24,754 · $21,604+29.3%

+16.6%5 years · per year$10,000 became $21,573 · […][…]

0.37%Expense ratio$37 · $75 a year on $10k · lower is better0.75%

0.15%Trailing 12-mo yield$15 · $0 a year on $10k0.00%

−15.5%Worst dropSmaller is better−22.8%

25.9%VolatilityLower is calmer29.4%

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

7–0IGM wins

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

More Ways to See the Pairs

IGM vs AOTG: Top 5 Holdings

Today

IGM

39.4%in top 5

AOTG

in top 546.0%

IGMStockAOTG

not top 5AMD13.7%

8.3%NVDA11.2%

not top 5MU10.6%

9.9%AAPLnot top 5

9.6%MSFTnot top 5

7.1%AVGOnot top 5

not top 5AMZN5.2%

not top 5TSM5.2%

4.5%METAnot top 5

Held in common37.5%

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

IGM vs AOTG Returns, Every Period

iSharesIGM

+12.6%

past year

AOTGAOT

+0.3%

past year

IGMAOTGFaded: behind in that period

3–0IGM wins

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

Thematic vs Stocks: IGM vs JGRO

YTD

iSharesIGM

+16.6%

JGROJ.P. Morgan

−2.4%

+16.6%Year to date−2.4%

−15.5%Worst drop · 1Y−15.4%

25.9%Volatility · 1Y18.7%

0.1%Yield0.2%

$10.3BAssets$9.4B

3–1JGRO wins

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

Cost, Income and Risk

Fees: IGM, AOTG, JGRO

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

JGRO0.44%$44

AOTG0.75%$75

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

Yields: IGM, AOTG, JGRO

0.16%highest, JGRO

FundTrailing yieldYield$10k

JGRO0.16%$16

IGM0.15%$15

AOTG0.00%$0

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

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

JGRO$16 − $44 = −$28

AOTG$0 − $75 = −$75

KeptFee

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

Overlap: IGM, AOTG, JGRO

Today

45.9%most shared, IGM and JGRO

IGMAOTGJGRO

IGM—37.5%45.9%

AOTG37.5%—32.0%

JGRO45.9%32.0%—

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

Return vs Bumpiness: 3 ETFs

+12.6%IGM, at 25.9% volatility

JGROWorst drop−15.4%18.7% vol

IGMWorst drop−15.5%25.9% vol

AOTGWorst drop−22.8%29.4% vol

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

Paid More vs Made More

YTD

JGROIGM

−2.4%Year to date+16.6%

0.2%Yield0.1%

−5.9%Past year+12.6%

0.44%Fee0.37%

3–1IGM 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