Compare · 3 funds side by side · dividends reinvested

IGV, SHLD and DRAM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,430IGV · best of the three

Story of the three · IncomeMost incomeSHLD · 0.69% · $69 a year on $10k

Story of the three · RiskSmallest drop

IGV, SHLD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−4.8%−5.6%+32.9%[…]−25.4%26.1%$5.9B1.1

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−5.1%−8.3%+12.8%+2.7%−33.2%32.9%$12.8B1.8

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 10, 2026 · returns include dividends · since: IGV 2001 · SHLD 2023 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Expanded Tech-Software Sector ETF · $12.8B$11,430

IGV

SHLD

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

IGV

More Ways to See the Pairs

IGV vs SHLD: Top 5 Holdings

Today

IGV

41.3%in top 5

SHLD

in top 546.9%

IGVStockSHLD

8.5%PLTR10.6%

not top 5RTX9.5%

not top 5LMT9.5%

9.4%MSFTnot top 5

not top 5GD

Cost, Income and Risk

Fees: IGV, SHLD, DRAM

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

SHLD0.50%$50

DRAM0.65%$65

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

Yields: IGV, SHLD, DRAM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SHLD

−5.1%Year to dateJan 1 → Nov 10−4.8%

−8.3%1 yearTotal return−5.6%

+12.8%3 years · per year$10,000 became $14,345 · $23,495+32.9%

+2.7%5 years · per year$10,000 became $11,430 · […][…]

0.38%Expense ratio$38 · $50 a year on $10k · lower is better0.50%

0.02%Trailing 12-mo yield$2 · $69 a year on $10k0.69%

−33.2%Worst dropSmaller is better−25.4%

32.9%VolatilityLower is calmer26.1%

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

1–6SHLD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

9.0%

8.4%PANWnot top 5

not top 5NOC8.3%

8.0%CRWDnot top 5

7.1%ORCLnot top 5

Held in common8.5%

End-of-day Nov 10, 2026 · share of each fund

IGV vs SHLD Returns, Every Period

1Y

iSharesIGV

−8.3%

past year

SHLDGlobal X

−5.6%

past year

IGVSHLDFaded: behind in that period

0–3SHLD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IGV vs SHLD

YTD

iSharesIGV

−5.1%

SHLDGlobal X

−4.8%

−5.1%Year to date−4.8%

−33.2%Worst drop · 1Y−25.4%

32.9%Volatility · 1Y26.1%

0.0%Yield0.7%

$12.8BAssets$5.9B

4–0SHLD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

IGV0.02%$2

DRAM0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IGV, SHLD, DRAM

Today

8.5%most shared, IGV and SHLD

IGVSHLDDRAM

IGV—8.5%0.0%

SHLD8.5%—0.0%

DRAM0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

−5.6%SHLD, at 26.1% volatility

SHLDWorst drop−25.4%26.1% vol

IGVWorst drop−33.2%32.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDIGV

−4.8%Year to date−5.1%

0.7%Yield0.0%

−5.6%Past year−8.3%

0.50%Fee0.38%

3–1SHLD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IGV, SHLD and DRAM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three