Compare · 3 funds side by side · dividends reinvested

IGM, SMH and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

IGM, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.3

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+8.2%+7.2%+31.2%+14.7%−19.8%26.9%$10.4B1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IGM 2001 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

IGMMeasureSMH

+8.2%Year to dateJan 1 → Nov 5+24.3%

+7.2%1 yearTotal return+27.3%

+31.2%3 years · per year$10,000 became $22,573 · $32,662+48.4%

+14.7%5 years · per year$10,000 became $19,889 · $33,824+27.6%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

0.16%Trailing 12-mo yield$16 · $25 a year on $10k0.25%

−19.8%Worst dropSmaller is better−33.1%

26.9%VolatilityLower is calmer42.8%

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

2–6SMH 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 SMH: Top 5 Holdings

Today

IGM

40.4%in top 5

SMH

in top 547.4%

IGMStockSMH

8.2%NVDA20.5%

10.3%MSFTnot top 5

10.1%AAPLnot top 5

not top 5TSM9.7%

7.2%AVGO5.8%

not top 5TXN6.1%

not top 5AMD5.4%

4.6%METAnot top 5

Held in common32.9%

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

IGM vs SMH Returns, Every Period

iSharesIGM

+14.7%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

IGMSMHFaded: behind in that period

0–4SMH wins

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

IGM vs SMH

YTD

iSharesIGM

+8.2%

SMHVanEck

+24.3%

+8.2%Year to date+24.3%

−19.8%Worst drop · 1Y−33.1%

26.9%Volatility · 1Y42.8%

0.2%Yield0.2%

$10.4BAssets$65.4B

2–1IGM wins

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

Cost, Income and Risk

Fees: IGM, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

DRAM0.65%$65

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

Yields: IGM, SMH, DRAM

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

IGM0.16%$16

DRAM0.00%$0

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IGM, SMH, DRAM

Today

32.9%most shared, IGM and SMH

IGMSMHDRAM

IGM—32.9%4.4%

SMH32.9%—3.2%

DRAM4.4%3.2%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

IGMWorst drop−19.8%26.9% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMHIGM

+24.3%Year to date+8.2%

0.2%Yield0.2%

+27.3%Past year+7.2%

0.35%Fee0.37%

3–0SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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