Compare · 3 funds side by side · dividends reinvested

IGM, FTEC and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

IGM, FTEC and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.43%+13.9%+11.0%+28.8%+15.6%−17.7%26.6%$20.8B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.8

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+8.2%+7.2%+31.2%+14.7%−19.8%26.9%$9.6B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IGM 2001 · FTEC 2013 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $9.6B$19,889

IGM

FTEC

Fidelity MSCI Information Technology Index ETF · $20.8B$20,633

$10,000 five years ago, dividends reinvested · they hold 73.8% in common

IGMMeasureFTEC

+8.2%Year to dateJan 1 → Nov 5+13.9%

+7.2%1 yearTotal return+11.0%

+31.2%3 years · per year$10,000 became $22,573 · $21,366+28.8%

+14.7%5 years · per year$10,000 became $19,889 · $20,633+15.6%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

0.16%Trailing 12-mo yield$16 · $43 a year on $10k0.43%

−19.8%Worst dropSmaller is better−17.7%

26.9%VolatilityLower is calmer26.6%

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

1–7FTEC wins

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

More Ways to See the Pairs

IGM vs FTEC: Top 5 Holdings

Today

IGM

40.4%in top 5

FTEC

in top 555.9%

IGMStockFTEC

10.1%AAPL18.2%

8.2%NVDA16.8%

10.3%MSFT13.2%

7.2%AVGO4.2%

4.6%METAnot top 5

not top 5MU3.6%

Held in common73.8%

End-of-day Nov 5, 2026 · share of each fund

IGM vs FTEC Returns, Every Period

iSharesIGM

+14.7%

5 years, per year

FTECFidelity

+15.6%

5 years, per year

IGMFTECFaded: behind in that period

1–3FTEC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IGM vs FTEC

YTD

iSharesIGM

+8.2%

FTECFidelity

+13.9%

+8.2%Year to date+13.9%

−19.8%Worst drop · 1Y−17.7%

26.9%Volatility · 1Y26.6%

0.2%Yield0.4%

$9.6BAssets$20.8B

4–0FTEC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, FTEC, SMH

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

SMH0.35%$35

IGM0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IGM, FTEC, SMH

0.43%highest, FTEC

FundTrailing yieldYield$10k

FTEC0.43%$43

SMH0.25%$25

IGM0.16%$16

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$35most kept, FTEC

FTEC$43 − $8 = $35

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IGM, FTEC, SMH

Today

73.8%most shared, IGM and FTEC

IGMFTECSMH

IGM—73.8%32.9%

FTEC73.8%—37.2%

SMH32.9%37.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

FTECWorst drop−17.7%26.6% vol

IGMWorst drop−19.8%26.9% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FTECSMH

+13.9%Year to date+24.3%

0.4%Yield0.2%

+11.0%Past year+27.3%

0.08%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026