Compare · 2 funds side by side · dividends reinvested

ILDR and IGM

ILDRFirst Trust×IGMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,573IGM · best of the two

02 / 04

ILDR and IGM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.2B1.1

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+8.8%+4.5%+30.8%+9.8%−17.5%25.8%$335M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ILDR 2021 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Innovation Leaders ETF · $335M$15,994

ILDR

IGM

iShares Expanded Tech Sector ETF · $10.2B$21,573

$10,000 five years ago, dividends reinvested · they hold 36.8% in common

ILDRMeasureIGM

+8.8%Year to dateJan 1 → Nov 3+16.6%

+4.5%1 yearTotal return+12.6%

+30.8%3 years · per year$10,000 became $22,403 · $24,754+35.3%

+9.8%5 years · per year$10,000 became $15,994 · $21,573+16.6%

0.75%Expense ratio$75 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $15 a year on $10k0.15%

−17.5%Worst dropSmaller is better−15.5%

25.8%VolatilityLower is calmer25.9%

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

1–7IGM wins

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

More Ways to See the Pairs

ILDR vs IGM: Top 5 Holdings

Today

ILDR

29.6%in top 5

IGM

in top 539.4%

ILDRStockIGM

not top 5AAPL9.9%

9.8%NVDA8.3%

not top 5MSFT9.6%

not top 5AVGO7.1%

5.9%AMZNnot top 5

5.7%AMDnot top 5

not top 5META4.5%

4.2%GOOGLnot top 5

4.0%LLYnot top 5

Held in common36.8%

End-of-day Nov 3, 2026 · share of each fund

ILDR vs IGM Returns, Every Period

First TrustILDR

+9.8%

5 years, per year

IGMiShares

+16.6%

5 years, per year

ILDRIGMFaded: behind in that period

0–4IGM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ILDR vs IGM

YTD

First TrustILDR

+8.8%

IGMiShares

+16.6%

+8.8%Year to date+16.6%

−17.5%Worst drop · 1Y−15.5%

25.8%Volatility · 1Y25.9%

0.0%Yield0.1%

$335MAssets$10.2B

3–1IGM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ILDR, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

ILDR0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ILDR, IGM

0.15%highest, IGM

FundTrailing yieldYield$10k

IGM0.15%$15

ILDR0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ILDR, IGM

Today

36.8%most shared, ILDR and IGM

ILDRIGM

ILDR—36.8%

IGM36.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%IGM, at 25.9% volatility

ILDRWorst drop−17.5%25.8% vol

IGMWorst drop−15.5%25.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IGMILDR

+16.6%Year to date+8.8%

0.1%Yield0.0%

+12.6%Past year+4.5%

0.37%Fee0.75%

4–0IGM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$814B

0–0level

End-of-day Nov 3, 2026