Compare · 3 funds side by side · dividends reinvested

IGM, ILDR and VOX

IGMiShares×ILDRFirst Trust×VOXVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,573IGM · best of the three

02 / 04

IGM, ILDR and VOX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B1.6

Vanguard Communication Services ETFSectors · Communication0.09%1.07%−9.7%−6.0%+21.2%+5.4%−13.9%18.4%$6.0B2.0

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+8.8%+4.5%+30.8%+9.8%−17.5%25.8%$328M2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: IGM 2001 · ILDR 2021 · VOX 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.3B$21,573

IGM

ILDR

First Trust Innovation Leaders ETF · $328M$15,994

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

IGMMeasureILDR

+16.6%Year to dateJan 1 → Nov 3+8.8%

+12.6%1 yearTotal return+4.5%

+35.3%3 years · per year$10,000 became $24,754 · $22,403+30.8%

+16.6%5 years · per year$10,000 became $21,573 · $15,994+9.8%

0.37%Expense ratio$37 · $75 a year on $10k · lower is better0.75%

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

−15.5%Worst dropSmaller is better−17.5%

25.9%VolatilityLower is calmer25.8%

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

7–1IGM wins

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

More Ways to See the Pairs

IGM vs ILDR: Top 5 Holdings

Today

IGM

39.4%in top 5

ILDR

in top 529.6%

IGMStockILDR

9.9%AAPLnot top 5

8.3%NVDA9.8%

9.6%MSFTnot top 5

7.1%AVGOnot top 5

not top 5AMZN5.9%

not top 5AMD5.7%

4.5%METAnot top 5

not top 5GOOGL4.2%

not top 5LLY4.0%

Held in common36.8%

End-of-day Nov 3, 2026 · share of each fund

IGM vs ILDR Returns, Every Period

iSharesIGM

+16.6%

5 years, per year

ILDRFirst Trust

+9.8%

5 years, per year

IGMILDRFaded: behind in that period

4–0IGM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IGM vs VOX

YTD

iSharesIGM

+16.6%

VOXVanguard

−9.7%

+16.6%Year to date−9.7%

−15.5%Worst drop · 1Y−13.9%

25.9%Volatility · 1Y18.4%

0.1%Yield1.1%

$10.3BAssets$6.0B

3–1VOX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, ILDR, VOX

Today

0.09%lowest, VOX

FundExpense ratioFee$10k

VOX0.09%$9

IGM0.37%$37

ILDR0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IGM, ILDR, VOX

1.07%highest, VOX

FundTrailing yieldYield$10k

VOX1.07%$107

IGM0.15%$15

ILDR0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$98most kept, VOX

VOX$107 − $9 = $98

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IGM, ILDR, VOX

Today

36.8%most shared, IGM and ILDR

IGMILDRVOX

IGM—36.8%14.2%

ILDR36.8%—6.3%

VOX14.2%6.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.6%IGM, at 25.9% volatility

VOXWorst drop−13.9%18.4% vol

ILDRWorst drop−17.5%25.8% vol

IGMWorst drop−15.5%25.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOXIGM

−9.7%Year to date+16.6%

1.1%Yield0.1%

−6.0%Past year+12.6%

0.09%Fee0.37%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026