Compare · 3 funds side by side · dividends reinvested

IGM, SOXX and SMH

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

02 / 04

IGM, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

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

Rank among the three1st → 3rdFee, 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 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

SOXX

iShares Semiconductor ETF · $37.5B$28,442

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

IGMMeasureSOXX

+14.4%Year to dateJan 1 → Nov 9+46.5%

+14.3%1 yearTotal return+48.5%

+32.1%3 years · per year$10,000 became $23,036 · $29,015+42.6%

+15.9%5 years · per year$10,000 became $20,939 · $28,442+23.3%

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

0.15%Trailing 12-mo yield$15 · $28 a year on $10k0.28%

−19.8%Worst dropSmaller is better−39.5%

27.1%VolatilityLower is calmer49.8%

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

2–6SOXX 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 SOXX: Top 5 Holdings

Today

IGM

40.7%in top 5

SOXX

in top 539.1%

IGMStockSOXX

10.5%AAPLnot top 5

10.4%MSFTnot top 5

not top 5AMD9.5%

8.1%NVDA8.4%

6.9%AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

4.8%METAnot top 5

Held in common32.6%

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

IGM vs SOXX Returns, Every Period

iSharesIGM

+15.9%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

IGMSOXXFaded: behind in that period

0–4SOXX wins

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

IGM vs SOXX

YTD

iSharesIGM

+14.4%

SOXXiShares

+46.5%

+14.4%Year to date+46.5%

−19.8%Worst drop · 1Y−39.5%

27.1%Volatility · 1Y49.8%

0.2%Yield0.3%

$10.0BAssets$37.5B

2–2level

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

Cost, Income and Risk

Fees: IGM, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

IGM0.37%$37

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

Yields: IGM, SOXX, SMH

0.28%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.28%$28

SMH0.23%$23

IGM0.15%$15

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

IGM$15 − $37 = −$22

KeptFee

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

Overlap: IGM, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

IGMSOXXSMH

IGM—32.6%32.0%

SOXX32.6%—69.6%

SMH32.0%69.6%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

IGMWorst drop−19.8%27.1% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

SOXXSMH

+46.5%Year to date+35.3%

0.3%Yield0.2%

+48.5%Past year+39.3%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026