Compare · 3 funds side by side · dividends reinvested

IGM, IGV and SHLD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,889IGM · best of the three

02 / 04

IGM, IGV and SHLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+8.2%+7.2%+31.2%+14.7%−19.8%26.9%$10.4B1.4

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−10.1%−13.2%+32.1%[…]−25.4%25.8%$6.5B2.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$13.0B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IGM 2001 · IGV 2001 · SHLD 2023

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.4B$19,889

IGM

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$11,367

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

IGMMeasureIGV

+8.2%Year to dateJan 1 → Nov 5−6.3%

+7.2%1 yearTotal return−11.6%

+31.2%3 years · per year$10,000 became $22,573 · $14,673+13.6%

+14.7%5 years · per year$10,000 became $19,889 · $11,367+2.6%

0.37%Expense ratio$37 · $38 a year on $10k · lower is better0.38%

0.16%Trailing 12-mo yield$16 · $2 a year on $10k0.02%

−19.8%Worst dropSmaller is better−33.3%

26.9%VolatilityLower is calmer32.9%

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

8–0IGM 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 IGV: Top 5 Holdings

Today

IGM

40.4%in top 5

IGV

in top 541.9%

IGMStockIGV

10.3%MSFT9.4%

10.1%AAPLnot top 5

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

8.2%NVDAnot top 5

not top 5ORCL7.2%

7.2%AVGOnot top 5

4.6%METAnot top 5

Held in common23.5%

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

IGM vs IGV Returns, Every Period

iSharesIGM

+14.7%

5 years, per year

IGViShares

+2.6%

5 years, per year

IGMIGVFaded: behind in that period

4–0IGM wins

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

IGM vs SHLD

YTD

iSharesIGM

+8.2%

SHLDGlobal X

−10.1%

+8.2%Year to date−10.1%

−19.8%Worst drop · 1Y−25.4%

26.9%Volatility · 1Y25.8%

0.2%Yield0.7%

$10.4BAssets$6.5B

2–2level

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

Cost, Income and Risk

Fees: IGM, IGV, SHLD

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

IGV0.38%$38

SHLD0.50%$50

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

Yields: IGM, IGV, SHLD

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

IGM0.16%$16

IGV0.02%$2

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

IGM$16 − $37 = −$21

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGM, IGV, SHLD

Today

23.5%most shared, IGM and IGV

IGMIGVSHLD

IGM—23.5%1.9%

IGV23.5%—8.4%

SHLD1.9%8.4%—

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

Return vs Bumpiness: 3 ETFs

+7.2%IGM, at 26.9% volatility

SHLDWorst drop−25.4%25.8% vol

IGMWorst drop−19.8%26.9% vol

IGVWorst drop−33.3%32.9% vol

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

Paid More vs Made More

YTD

SHLDIGM

−10.1%Year to date+8.2%

0.7%Yield0.2%

−13.2%Past year+7.2%

0.50%Fee0.37%

3–1IGM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026