Compare · 3 funds side by side · dividends reinvested

IGM, BAI and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

IGM, BAI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.4

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.3B1.9

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.59%+11.9%+1.1%[…][…]−31.3%45.9%$11.9B2.7

Rank among the three1st → 3rdFee, 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: IGM 2001 · BAI 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

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

+16.9%Year to dateJan 1 → Nov 4+11.9%

+12.7%1 yearTotal return+1.1%

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

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

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

0.15%Trailing 12-mo yield$15 · $159 a year on $10k1.59%

−15.5%Worst dropSmaller is better−31.3%

25.9%VolatilityLower is calmer45.9%

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

5–1IGM wins

End-of-day Nov 4, 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

39.7%in top 5

BAI

in top 527.0%

IGMStockBAI

9.7%MSFTnot top 5

9.6%AAPLnot top 5

8.5%NVDA5.9%

7.4%AVGO4.6%

not top 5MU6.0%

not top 5AMD5.3%

not top 5TSM5.1%

4.6%METAnot top 5

Held in common31.5%

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

IGM vs BAI Returns, Every Period

iSharesIGM

+12.7%

past year

BAIiShares

+1.1%

past year

IGMBAIFaded: behind in that period

2–0IGM wins

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

IGM vs BAI

YTD

iSharesIGM

+16.9%

BAIiShares

+11.9%

+16.9%Year to date+11.9%

−15.5%Worst drop · 1Y−31.3%

25.9%Volatility · 1Y45.9%

0.1%Yield1.6%

$10.3BAssets$11.9B

3–1IGM wins

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

Cost, Income and Risk

Fees: IGM, BAI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

BAI0.65%$65

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

Yields: IGM, BAI, SMH

1.59%highest, BAI

FundTrailing yieldYield$10k

BAI1.59%$159

SMH0.22%$22

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

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

KeptFee

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

Overlap: IGM, BAI, SMH

Today

33.7%most shared, IGM and SMH

IGMBAISMH

IGM—31.5%33.7%

BAI31.5%—32.2%

SMH33.7%32.2%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IGMWorst drop−15.5%25.9% vol

SMHWorst drop−24.6%41.2% 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

BAISMH

+11.9%Year to date+40.0%

1.6%Yield0.2%

+1.1%Past year+38.2%

0.65%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

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