Compare · 4 funds side by side · dividends reinvested

IGM, FDCF, DRAM and SMH

IGMiShares×FDCFFidelity×DRAMRoundhill×SMHVanEck×

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

02 / 04

IGM, FDCF, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.5

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+10.0%+8.0%+31.1%+15.0%−19.8%26.9%$9.6B2.0

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+0.0%−0.8%+25.3%[…]−16.2%20.2%$95M2.4

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

Rank among the four1st → 4thFee, 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 · FDCF 2020 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

FDCF

Fidelity Disruptive Communications ETF · $95M[…]

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

IGMMeasureFDCF

+10.0%Year to dateJan 1 → Nov 6+0.0%

+8.0%1 yearTotal return−0.8%

+31.1%3 years · per year$10,000 became $22,531 · $19,661+25.3%

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

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

0.16%Trailing 12-mo yield$16 · $0 a year on $10k0.00%

−19.8%Worst dropSmaller is better−16.2%

26.9%VolatilityLower is calmer20.2%

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

5–2IGM 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 FDCF: Top 5 Holdings

Today

IGM

41.2%in top 5

FDCF

in top 532.3%

IGMStockFDCF

10.7%AAPL5.7%

10.7%MSFTnot top 5

8.0%NVDAnot top 5

4.8%META7.7%

7.0%AVGOnot top 5

not top 5GOOGL6.9%

not top 5TSM6.5%

not top 5AMZN5.5%

Held in common26.3%

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

IGM vs FDCF Returns, Every Period

iSharesIGM

+8.0%

past year

FDCFFidelity

−0.8%

past year

IGMFDCFFaded: behind in that period

3–0IGM wins

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

IGM vs SMH

YTD

iSharesIGM

+10.0%

SMHVanEck

+28.8%

+10.0%Year to date+28.8%

−19.8%Worst drop · 1Y−33.1%

26.9%Volatility · 1Y42.9%

0.2%Yield0.2%

$9.6BAssets$60.7B

2–1IGM wins

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

Cost, Income and Risk

Fees: IGM, FDCF, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

FDCF0.50%$50

DRAM0.65%$65

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

Yields: IGM, FDCF, DRAM, SMH

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

IGM0.16%$16

FDCF0.00%$0

DRAM0.00%$0

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IGM$16 − $37 = −$21

FDCF$0 − $50 = −$50

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IGM, FDCF, DRAM, SMH

Today

31.4%most shared, IGM and SMH

IGMFDCFDRAMSMH

IGM—26.3%4.0%31.4%

FDCF26.3%—0.0%14.1%

DRAM4.0%0.0%—3.1%

SMH31.4%14.1%3.1%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

FDCFWorst drop−16.2%20.2% vol

IGMWorst drop−19.8%26.9% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMHIGM

+28.8%Year to date+10.0%

0.2%Yield0.2%

+29.5%Past year+8.0%

0.35%Fee0.37%

3–0SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026