Compare · 3 funds side by side · dividends reinvested

IGM, FDCF and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeSMH · 0.22% · $22 a year on $10k

Story of the three · RiskSmallest drop

IGM, FDCF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.5

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+17.1%+14.6%+32.3%+16.2%−19.8%27.2%$10.2B2.0

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+5.7%+5.3%+25.7%[…]−16.2%20.4%$95M2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: IGM 2001 · FDCF 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Expanded Tech Sector ETF · $10.2B$21,183

IGM

SMH

VanEck Semiconductor ETF · $63.5B$36,977

$10,000 five years ago, dividends reinvested · they hold 32.5% in common

IGMMeasure

More Ways to See the Pairs

IGM vs SMH: Top 5 Holdings

Today

IGM

40.0%in top 5

SMH

in top 546.3%

IGMStockSMH

7.1%NVDA18.0%

10.4%AAPLnot top 5

10.2%MSFTnot top 5

not top 5TSM10.1%

7.5%AVGO

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 11, 2026 · fee on $10,000 a year

Yields: IGM, FDCF, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMH

+17.1%Year to dateJan 1 → Nov 11+40.8%

+14.6%1 yearTotal return+41.7%

+32.3%3 years · per year$10,000 became $23,140 · $34,270+50.8%

+16.2%5 years · per year$10,000 became $21,183 · $36,977+29.9%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

0.15%Trailing 12-mo yield$15 · $22 a year on $10k0.22%

−19.8%Worst dropSmaller is better−33.1%

27.2%VolatilityLower is calmer43.2%

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

2–6SMH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.2%

not top 5TXN6.1%

not top 5AMD5.9%

4.9%METAnot top 5

Held in common32.5%

End-of-day Nov 11, 2026 · share of each fund

IGM vs SMH Returns, Every Period

5Y

iSharesIGM

+16.2%

5 years, per year

SMHVanEck

+29.9%

5 years, per year

IGMSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IGM vs SMH

YTD

iSharesIGM

+17.1%

SMHVanEck

+40.8%

+17.1%Year to date+40.8%

−19.8%Worst drop · 1Y−33.1%

27.2%Volatility · 1Y43.2%

0.1%Yield0.2%

$10.2BAssets$63.5B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.22%highest, SMH

FundTrailing yieldYield$10k

SMH0.22%$22

IGM0.15%$15

FDCF0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

−$13most kept, SMH

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

FDCF$0 − $50 = −$50

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IGM, FDCF, SMH

Today

32.5%most shared, IGM and SMH

IGMFDCFSMH

IGM—25.5%32.5%

FDCF25.5%—13.9%

SMH32.5%13.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

FDCFWorst drop−16.2%20.4% vol

IGMWorst drop−19.8%27.2% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SMHIGM

+40.8%Year to date+17.1%

0.2%Yield0.1%

+41.7%Past year+14.6%

0.35%Fee0.37%

4–0SMH wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IGM, FDCF and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three