Compare · 4 funds side by side · dividends reinvested

IGM, BAI, CIBR and PAVE

IGMiShares×BAIiShares×CIBRFirst Trust×PAVEGlobal X×

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

02 / 04

IGM, BAI, CIBR and PAVE, 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%$10.3B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.79%+14.9%+14.6%+25.6%+15.6%−13.8%20.6%$14.1B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.4%+26.4%+31.0%+13.3%−21.1%30.5%$16.8B2.4

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.55%+15.0%+4.1%[…][…]−30.9%45.8%$11.9B3.3

Rank among the four1st → 4thFee, 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 · BAI 2024 · CIBR 2015 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

BAI

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

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

IGMMeasureBAI

+16.6%Year to dateJan 1 → Nov 3+15.0%

+12.6%1 yearTotal return+4.1%

+35.3%3 years · per year$10,000 became $24,754 · […][…]

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

0.37%Expense ratio$37 · $65 a year on $10k · lower is better0.65%

0.15%Trailing 12-mo yield$15 · $155 a year on $10k1.55%

−15.5%Worst dropSmaller is better−30.9%

25.9%VolatilityLower is calmer45.8%

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

5–1IGM 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 BAI: Top 5 Holdings

Today

IGM

39.4%in top 5

BAI

in top 526.6%

IGMStockBAI

9.9%AAPLnot top 5

9.6%MSFTnot top 5

8.3%NVDA5.7%

7.1%AVGO4.4%

not top 5MU6.2%

not top 5AMD5.4%

not top 5TSM5.0%

4.5%METAnot top 5

Held in common31.5%

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

IGM vs BAI Returns, Every Period

iSharesIGM

+12.6%

past year

BAIiShares

+4.1%

past year

IGMBAIFaded: behind in that period

2–0IGM wins

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

IGM vs BAI

YTD

iSharesIGM

+16.6%

BAIiShares

+15.0%

+16.6%Year to date+15.0%

−15.5%Worst drop · 1Y−30.9%

25.9%Volatility · 1Y45.8%

0.1%Yield1.5%

$10.3BAssets$11.9B

3–1IGM wins

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

Cost, Income and Risk

Fees: IGM, BAI, CIBR, PAVE

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

PAVE0.47%$47

CIBR0.58%$58

BAI0.65%$65

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

Yields: IGM, BAI, CIBR, PAVE

1.55%highest, BAI

FundTrailing yieldYield$10k

BAI1.55%$155

PAVE0.79%$79

CIBR0.40%$40

IGM0.15%$15

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

PAVE$79 − $47 = $32

CIBR$40 − $58 = −$18

IGM$15 − $37 = −$22

KeptFee

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

Overlap: IGM, BAI, CIBR, PAVE

Today

31.5%most shared, IGM and BAI

IGMBAICIBRPAVE

IGM—31.5%20.5%0.1%

BAI31.5%—15.9%0.0%

CIBR20.5%15.9%—0.0%

PAVE0.1%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+26.4%CIBR, at 30.5% volatility

PAVEWorst drop−13.8%20.6% vol

IGMWorst drop−15.5%25.9% vol

CIBRWorst drop−21.1%30.5% 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

BAICIBR

+15.0%Year to date+36.4%

1.5%Yield0.4%

+4.1%Past year+26.4%

0.65%Fee0.58%

3–1CIBR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

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