Compare · 3 funds side by side · dividends reinvested

IGM, IGV and SMH

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

02 / 04

IGM, IGV 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%$60.7B1.4

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+10.0%+8.0%+31.1%+15.0%−19.8%26.9%$9.6B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.9

Rank among the three1st → 3rdFee, 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 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested · they hold 23.9% in common

IGMMeasureIGV

+10.0%Year to dateJan 1 → Nov 6−6.4%

+8.0%1 yearTotal return−11.5%

+31.1%3 years · per year$10,000 became $22,531 · $14,533+13.3%

+15.0%5 years · per year$10,000 became $20,128 · $11,264+2.4%

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−33.2%

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 6, 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

41.2%in top 5

IGV

in top 540.4%

IGMStockIGV

10.7%AAPLnot top 5

10.7%MSFT9.5%

not top 5PANW8.2%

8.0%NVDAnot top 5

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

7.0%AVGOnot top 5

4.8%METAnot top 5

Held in common23.9%

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

IGM vs IGV Returns, Every Period

iSharesIGM

+15.0%

5 years, per year

IGViShares

+2.4%

5 years, per year

IGMIGVFaded: behind in that period

4–0IGM 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, IGV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

IGV0.38%$38

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

Yields: IGM, IGV, SMH

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

IGM0.16%$16

IGV0.02%$2

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

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGM, IGV, SMH

Today

31.4%most shared, IGM and SMH

IGMIGVSMH

IGM—23.9%31.4%

IGV23.9%—4.9%

SMH31.4%4.9%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IGMWorst drop−19.8%26.9% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

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 Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026