Compare · 2 funds side by side · dividends reinvested

IGM and SOXX

IGMiShares×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,892SOXX · best of the two

02 / 04

IGM and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.3

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

Rank among the two1st → 2ndFee, 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 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

SOXX

iShares Semiconductor ETF · $39.1B$26,892

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

IGMMeasureSOXX

+10.0%Year to dateJan 1 → Nov 6+36.2%

+8.0%1 yearTotal return+34.5%

+31.1%3 years · per year$10,000 became $22,531 · $27,604+40.3%

+15.0%5 years · per year$10,000 became $20,128 · $26,892+21.9%

0.37%Expense ratio$37 · $33 a year on $10k · lower is better0.33%

0.16%Trailing 12-mo yield$16 · $76 a year on $10k0.76%

−19.8%Worst dropSmaller is better−39.5%

26.9%VolatilityLower is calmer49.4%

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

2–6SOXX 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 SOXX: Top 5 Holdings

Today

IGM

41.2%in top 5

SOXX

in top 538.6%

IGMStockSOXX

10.7%AAPLnot top 5

10.7%MSFTnot top 5

not top 5AMD8.9%

8.0%NVDA8.5%

7.0%AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

4.8%METAnot top 5

Held in common31.9%

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

IGM vs SOXX Returns, Every Period

iSharesIGM

+15.0%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

IGMSOXXFaded: behind in that period

0–4SOXX wins

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

IGM vs SOXX

YTD

iSharesIGM

+10.0%

SOXXiShares

+36.2%

+10.0%Year to date+36.2%

−19.8%Worst drop · 1Y−39.5%

26.9%Volatility · 1Y49.4%

0.2%Yield0.8%

$9.6BAssets$39.1B

2–2level

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

Cost, Income and Risk

Fees: IGM, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

IGM0.37%$37

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

Yields: IGM, SOXX

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

IGM0.16%$16

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IGM$16 − $37 = −$21

KeptFee

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

Overlap: IGM, SOXX

Today

31.9%most shared, IGM and SOXX

IGMSOXX

IGM—31.9%

SOXX31.9%—

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

Return vs Bumpiness: 2 ETFs

+34.5%SOXX, at 49.4% volatility

IGMWorst drop−19.8%26.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SOXXIGM

+36.2%Year to date+10.0%

0.8%Yield0.2%

+34.5%Past year+8.0%

0.33%Fee0.37%

4–0SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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