Compare · 4 funds side by side · dividends reinvested

IGM, SHLD, CIBR and SMH

IGMiShares×SHLDGlobal X×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IGM, SHLD, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+14.4%+14.3%+32.1%+15.9%−19.8%27.1%$10.0B2.5

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−5.7%−5.8%+32.9%[…]−25.4%26.1%$5.9B2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IGM 2001 · SHLD 2023 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.0B$20,939

IGM

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

IGMMeasureSHLD

+14.4%Year to dateJan 1 → Nov 9−5.7%

+14.3%1 yearTotal return−5.8%

+32.1%3 years · per year$10,000 became $23,036 · $23,450+32.9%

+15.9%5 years · per year$10,000 became $20,939 · […][…]

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

0.15%Trailing 12-mo yield$15 · $70 a year on $10k0.70%

−19.8%Worst dropSmaller is better−25.4%

27.1%VolatilityLower is calmer26.1%

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

4–3IGM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGM vs SHLD: Top 5 Holdings

Today

IGM

40.7%in top 5

SHLD

in top 547.1%

IGMStockSHLD

10.5%AAPLnot top 5

not top 5PLTR10.4%

10.4%MSFTnot top 5

not top 5RTX9.5%

not top 5LMT9.5%

not top 5GD9.2%

not top 5NOC8.4%

8.1%NVDAnot top 5

6.9%AVGOnot top 5

4.8%METAnot top 5

Held in common1.9%

End-of-day Nov 9, 2026 · share of each fund

IGM vs SHLD Returns, Every Period

iSharesIGM

+14.3%

past year

SHLDGlobal X

−5.8%

past year

IGMSHLDFaded: behind in that period

2–1IGM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IGM vs SHLD

YTD

iSharesIGM

+14.4%

SHLDGlobal X

−5.7%

+14.4%Year to date−5.7%

−19.8%Worst drop · 1Y−25.4%

27.1%Volatility · 1Y26.1%

0.2%Yield0.7%

$10.0BAssets$5.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, SHLD, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

SHLD0.50%$50

CIBR0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IGM, SHLD, CIBR, SMH

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

CIBR0.42%$42

SMH0.23%$23

IGM0.15%$15

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$20most kept, SHLD

SHLD$70 − $50 = $20

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IGM, SHLD, CIBR, SMH

Today

32.0%most shared, IGM and SMH

IGMSHLDCIBRSMH

IGM—1.9%20.6%32.0%

SHLD1.9%—4.0%0.0%

CIBR20.6%4.0%—5.7%

SMH32.0%0.0%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SHLDWorst drop−25.4%26.1% vol

IGMWorst drop−19.8%27.1% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−5.7%Year to date+35.3%

0.7%Yield0.2%

−5.8%Past year+39.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026