Compare · 2 funds side by side · dividends reinvested

IGM and VYM

IGMiShares×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,889IGM · best of the two

02 / 04

IGM and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.3

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

Rank among the two1st → 2ndFee, 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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

IGM

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

IGMMeasureVYM

+8.2%Year to dateJan 1 → Nov 5+13.3%

+7.2%1 yearTotal return+17.7%

+31.2%3 years · per year$10,000 became $22,573 · $17,266+20.0%

+14.7%5 years · per year$10,000 became $19,889 · $17,002+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

0.16%Trailing 12-mo yield$16 · $230 a year on $10k2.30%

−19.8%Worst dropSmaller is better−6.7%

26.9%VolatilityLower is calmer10.6%

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

2–6VYM 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 VYM: Top 5 Holdings

Today

IGM

40.4%in top 5

VYM

in top 518.2%

IGMStockVYM

10.3%MSFTnot top 5

10.1%AAPLnot top 5

8.2%NVDAnot top 5

7.2%AVGO6.9%

4.6%METAnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common16.2%

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

IGM vs VYM Returns, Every Period

iSharesIGM

+14.7%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

IGMVYMFaded: behind in that period

2–2Level

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

Thematic vs Income: IGM vs VYM

YTD

iSharesIGM

+8.2%

VYMVanguard

+13.3%

+8.2%Year to date+13.3%

−19.8%Worst drop · 1Y−6.7%

26.9%Volatility · 1Y10.6%

0.2%Yield2.3%

$10.4BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: IGM, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

IGM0.37%$37

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

Yields: IGM, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

IGM0.16%$16

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

IGM$16 − $37 = −$21

KeptFee

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

Overlap: IGM, VYM

Today

16.2%most shared, IGM and VYM

IGMVYM

IGM—16.2%

VYM16.2%—

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

Return vs Bumpiness: 2 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

IGMWorst drop−19.8%26.9% vol

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

Paid More vs Made More

YTD

VYMIGM

+13.3%Year to date+8.2%

2.3%Yield0.2%

+17.7%Past year+7.2%

0.04%Fee0.37%

4–0VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026