Compare · 3 funds side by side · dividends reinvested

IGV, TDIV and SMH

IGViShares×TDIVFirst Trust×SMHVanEck×

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

02 / 04

IGV, TDIV and SMH, 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%$57.7B1.5

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.47%+12.6%+11.6%+27.4%+15.4%−16.3%21.5%$4.4B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B2.8

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: IGV 2001 · TDIV 2012 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.4B$11,367

IGV

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.4B$20,505

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

IGVMeasureTDIV

−6.3%Year to dateJan 1 → Nov 5+12.6%

−11.6%1 yearTotal return+11.6%

+13.6%3 years · per year$10,000 became $14,673 · $20,674+27.4%

+2.6%5 years · per year$10,000 became $11,367 · $20,505+15.4%

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

0.02%Trailing 12-mo yield$2 · $147 a year on $10k1.47%

−33.3%Worst dropSmaller is better−16.3%

32.9%VolatilityLower is calmer21.5%

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

1–7TDIV wins

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

More Ways to See the Pairs

IGV vs TDIV: Top 5 Holdings

Today

IGV

41.9%in top 5

TDIV

in top 540.8%

IGVStockTDIV

not top 5TXN9.6%

9.4%MSFT8.8%

not top 5IBM8.7%

8.6%PANWnot top 5

8.4%PLTRnot top 5

8.2%CRWDnot top 5

7.2%ORCL6.7%

not top 5AVGO7.0%

Held in common21.2%

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

IGV vs TDIV Returns, Every Period

iSharesIGV

+2.6%

5 years, per year

TDIVFirst Trust

+15.4%

5 years, per year

IGVTDIVFaded: behind in that period

0–4TDIV wins

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

Thematic vs Income: IGV vs TDIV

YTD

iSharesIGV

−6.3%

TDIVFirst Trust

+12.6%

−6.3%Year to date+12.6%

−33.3%Worst drop · 1Y−16.3%

32.9%Volatility · 1Y21.5%

0.0%Yield1.5%

$12.4BAssets$4.4B

4–0TDIV wins

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

Cost, Income and Risk

Fees: IGV, TDIV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

TDIV0.50%$50

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

Yields: IGV, TDIV, SMH

1.47%highest, TDIV

FundTrailing yieldYield$10k

TDIV1.47%$147

SMH0.25%$25

IGV0.02%$2

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

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGV, TDIV, SMH

Today

26.8%most shared, TDIV and SMH

IGVTDIVSMH

IGV—21.2%4.6%

TDIV21.2%—26.8%

SMH4.6%26.8%—

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

TDIVWorst drop−16.3%21.5% vol

IGVWorst drop−33.3%32.9% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

TDIVSMH

+12.6%Year to date+24.3%

1.5%Yield0.2%

+11.6%Past year+27.3%

0.50%Fee0.35%

3–1SMH 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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026