Compare · 3 funds side by side · dividends reinvested

IGM, FDCF 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, FDCF 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%$65.4B1.5

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.9%+12.7%+34.9%+16.8%−15.5%25.9%$10.4B1.9

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+1.9%−0.9%+26.9%[…]−16.6%20.3%$103M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IGM 2001 · FDCF 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.4B$21,692

IGM

FDCF

Fidelity Disruptive Communications ETF · $103M[…]

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

IGMMeasureFDCF

+16.9%Year to dateJan 1 → Nov 4+1.9%

+12.7%1 yearTotal return−0.9%

+34.9%3 years · per year$10,000 became $24,548 · $20,434+26.9%

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

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

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

−15.5%Worst dropSmaller is better−16.6%

25.9%VolatilityLower is calmer20.3%

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

6–1IGM 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 FDCF: Top 5 Holdings

Today

IGM

39.7%in top 5

FDCF

in top 533.9%

IGMStockFDCF

9.7%MSFTnot top 5

9.6%AAPLnot top 5

8.5%NVDA5.8%

4.6%META7.9%

not top 5TSM7.4%

7.4%AVGOnot top 5

not top 5GOOGL6.9%

not top 5SPCX5.7%

Held in common26.0%

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

IGM vs FDCF Returns, Every Period

iSharesIGM

+12.7%

past year

FDCFFidelity

−0.9%

past year

IGMFDCFFaded: behind in that period

3–0IGM wins

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

IGM vs SMH

YTD

iSharesIGM

+16.9%

SMHVanEck

+40.0%

+16.9%Year to date+40.0%

−15.5%Worst drop · 1Y−24.6%

25.9%Volatility · 1Y41.2%

0.1%Yield0.2%

$10.4BAssets$65.4B

2–2level

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

Cost, Income and Risk

Fees: IGM, FDCF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

FDCF0.50%$50

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

Yields: IGM, FDCF, SMH

0.22%highest, SMH

FundTrailing yieldYield$10k

SMH0.22%$22

IGM0.15%$15

FDCF0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

FDCF$0 − $50 = −$50

KeptFee

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

Overlap: IGM, FDCF, SMH

Today

33.7%most shared, IGM and SMH

IGMFDCFSMH

IGM—26.0%33.7%

FDCF26.0%—15.9%

SMH33.7%15.9%—

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

FDCFWorst drop−16.6%20.3% vol

IGMWorst drop−15.5%25.9% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SMHIGM

+40.0%Year to date+16.9%

0.2%Yield0.1%

+38.2%Past year+12.7%

0.35%Fee0.37%

4–0SMH 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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026