Compare · 3 funds side by side · dividends reinvested

IGM, SHLD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,128IGM · best of the three

02 / 04

IGM, SHLD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+10.0%+8.0%+31.1%+15.0%−19.8%26.9%$9.6B1.4

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$5.9B1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.0

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 · SHLD 2023 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

SHLD

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

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

IGMMeasureSHLD

+10.0%Year to dateJan 1 → Nov 6−9.9%

+8.0%1 yearTotal return−11.6%

+31.1%3 years · per year$10,000 became $22,531 · $22,922+31.9%

+15.0%5 years · per year$10,000 became $20,128 · […][…]

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

0.16%Trailing 12-mo yield$16 · $73 a year on $10k0.73%

−19.8%Worst dropSmaller is better−25.4%

26.9%VolatilityLower is calmer25.8%

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

4–3IGM 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 SHLD: Top 5 Holdings

Today

IGM

41.2%in top 5

SHLD

in top 546.9%

IGMStockSHLD

10.7%AAPLnot top 5

10.7%MSFTnot top 5

not top 5PLTR10.1%

not top 5RTX9.6%

not top 5LMT9.6%

not top 5GD9.2%

not top 5NOC8.4%

8.0%NVDAnot top 5

7.0%AVGOnot top 5

4.8%METAnot top 5

Held in common1.9%

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

IGM vs SHLD Returns, Every Period

iSharesIGM

+8.0%

past year

SHLDGlobal X

−11.6%

past year

IGMSHLDFaded: behind in that period

2–1IGM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IGM vs SHLD

YTD

iSharesIGM

+10.0%

SHLDGlobal X

−9.9%

+10.0%Year to date−9.9%

−19.8%Worst drop · 1Y−25.4%

26.9%Volatility · 1Y25.8%

0.2%Yield0.7%

$9.6BAssets$5.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, SHLD, DRAM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

SHLD0.50%$50

DRAM0.65%$65

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

Yields: IGM, SHLD, DRAM

0.73%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.73%$73

IGM0.16%$16

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

IGM$16 − $37 = −$21

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IGM, SHLD, DRAM

Today

4.0%most shared, IGM and DRAM

IGMSHLDDRAM

IGM—1.9%4.0%

SHLD1.9%—0.0%

DRAM4.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+8.0%IGM, at 26.9% volatility

SHLDWorst drop−25.4%25.8% vol

IGMWorst drop−19.8%26.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDIGM

−9.9%Year to date+10.0%

0.7%Yield0.2%

−11.6%Past year+8.0%

0.50%Fee0.37%

3–1IGM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026