Compare · 3 funds side by side · dividends reinvested

IGV, VUG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IGV, VUG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.6

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.9

Rank among the three1st → 3rdFee, 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: IGV 2001 · VUG 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

IGV

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

IGVMeasureVUG

−6.4%Year to dateJan 1 → Nov 6+1.4%

−11.5%1 yearTotal return+0.2%

+13.3%3 years · per year$10,000 became $14,533 · $18,415+22.6%

+2.4%5 years · per year$10,000 became $11,264 · $16,124+10.0%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

0.02%Trailing 12-mo yield$2 · $42 a year on $10k0.42%

−33.2%Worst dropSmaller is better−15.1%

32.9%VolatilityLower is calmer19.0%

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

0–8VUG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGV vs VUG: Top 5 Holdings

Today

IGV

40.4%in top 5

VUG

in top 545.2%

IGVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

9.5%MSFT9.7%

8.2%PANWnot top 5

7.9%PLTRnot top 5

7.8%CRWDnot top 5

7.0%ORCLnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common15.2%

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

IGV vs VUG Returns, Every Period

iSharesIGV

+2.4%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IGVVUGFaded: behind in that period

0–4VUG wins

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

Thematic vs Stocks: IGV vs VUG

YTD

iSharesIGV

−6.4%

VUGVanguard

+1.4%

−6.4%Year to date+1.4%

−33.2%Worst drop · 1Y−15.1%

32.9%Volatility · 1Y19.0%

0.0%Yield0.4%

$12.4BAssets$233B

4–0VUG wins

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

Cost, Income and Risk

Fees: IGV, VUG, SMH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMH0.35%$35

IGV0.38%$38

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

Yields: IGV, VUG, SMH

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

SMH0.24%$24

IGV0.02%$2

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IGV, VUG, SMH

Today

26.9%most shared, VUG and SMH

IGVVUGSMH

IGV—15.2%4.9%

VUG15.2%—26.9%

SMH4.9%26.9%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VUGWorst drop−15.1%19.0% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

VUGSMH

+1.4%Year to date+28.8%

0.4%Yield0.2%

+0.2%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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