Compare · 3 funds side by side · dividends reinvested

IGM, BAI and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

IGM, BAI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.5

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+10.0%+8.0%+31.1%+15.0%−19.8%26.9%$9.6B1.9

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.75%+1.7%−4.9%[…][…]−40.0%47.9%$10.5B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IGM 2001 · BAI 2024 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $9.6B$20,128

IGM

BAI

iShares A.I. Innovation and Tech Active ETF · $10.5B[…]

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

IGMMeasureBAI

+10.0%Year to dateJan 1 → Nov 6+1.7%

+8.0%1 yearTotal return−4.9%

+31.1%3 years · per year$10,000 became $22,531 · […][…]

+15.0%5 years · per year$10,000 became $20,128 · […][…]

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

0.16%Trailing 12-mo yield$16 · $175 a year on $10k1.75%

−19.8%Worst dropSmaller is better−40.0%

26.9%VolatilityLower is calmer47.9%

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

5–1IGM wins

End-of-day Nov 6, 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

41.2%in top 5

BAI

in top 526.3%

IGMStockBAI

10.7%AAPLnot top 5

10.7%MSFTnot top 5

8.0%NVDA6.0%

7.0%AVGO4.7%

not top 5MU5.3%

not top 5TSM5.2%

not top 5AMD5.1%

4.8%METAnot top 5

Held in common30.5%

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

IGM vs BAI Returns, Every Period

iSharesIGM

+8.0%

past year

BAIiShares

−4.9%

past year

IGMBAIFaded: behind in that period

2–0IGM wins

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

IGM vs BAI

YTD

iSharesIGM

+10.0%

BAIiShares

+1.7%

+10.0%Year to date+1.7%

−19.8%Worst drop · 1Y−40.0%

26.9%Volatility · 1Y47.9%

0.2%Yield1.8%

$9.6BAssets$10.5B

3–1IGM wins

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

Cost, Income and Risk

Fees: IGM, BAI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

IGM0.37%$37

BAI0.65%$65

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

Yields: IGM, BAI, SOXX

1.75%highest, BAI

FundTrailing yieldYield$10k

BAI1.75%$175

SOXX0.76%$76

IGM0.16%$16

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

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

SOXX$76 − $33 = $43

IGM$16 − $37 = −$21

KeptFee

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

Overlap: IGM, BAI, SOXX

Today

34.6%most shared, BAI and SOXX

IGMBAISOXX

IGM—30.5%31.9%

BAI30.5%—34.6%

SOXX31.9%34.6%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

IGMWorst drop−19.8%26.9% vol

BAIWorst drop−40.0%47.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

BAISOXX

+1.7%Year to date+36.2%

1.8%Yield0.8%

−4.9%Past year+34.5%

0.65%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026