Compare · 2 funds side by side · dividends reinvested

ILDR and IGV

ILDRFirst Trust×IGViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,994ILDR · best of the two

02 / 04

ILDR and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+8.8%+4.5%+30.8%+9.8%−17.5%25.8%$328M1.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.8%−11.1%+16.0%+3.4%−35.5%32.7%$12.8B1.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Innovation Leaders ETF · $328M$15,994

ILDR

IGV

iShares Expanded Tech-Software Sector ETF · $12.8B$11,824

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

ILDRMeasureIGV

+8.8%Year to dateJan 1 → Nov 3−2.8%

+4.5%1 yearTotal return−11.1%

+30.8%3 years · per year$10,000 became $22,403 · $15,595+16.0%

+9.8%5 years · per year$10,000 became $15,994 · $11,824+3.4%

0.75%Expense ratio$75 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $2 a year on $10k0.02%

−17.5%Worst dropSmaller is better−35.5%

25.8%VolatilityLower is calmer32.7%

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

6–2ILDR 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 IGV: Top 5 Holdings

Today

ILDR

29.6%in top 5

IGV

in top 542.2%

ILDRStockIGV

9.8%NVDAnot top 5

not top 5PANW9.1%

not top 5PLTR9.0%

not top 5MSFT8.8%

not top 5CRWD8.6%

not top 5ORCL6.7%

5.9%AMZNnot top 5

5.7%AMDnot top 5

4.2%GOOGLnot top 5

4.0%LLYnot top 5

Held in common11.6%

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

ILDR vs IGV Returns, Every Period

First TrustILDR

+9.8%

5 years, per year

IGViShares

+3.4%

5 years, per year

ILDRIGVFaded: behind in that period

4–0ILDR wins

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

ILDR vs IGV

YTD

First TrustILDR

+8.8%

IGViShares

−2.8%

+8.8%Year to date−2.8%

−17.5%Worst drop · 1Y−35.5%

25.8%Volatility · 1Y32.7%

0.0%Yield0.0%

$328MAssets$12.8B

3–0ILDR wins

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

Cost, Income and Risk

Fees: ILDR, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

ILDR0.75%$75

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

Yields: ILDR, IGV

0.02%highest, IGV

FundTrailing yieldYield$10k

IGV0.02%$2

ILDR0.00%$0

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

ILDR$0 − $75 = −$75

KeptFee

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

Overlap: ILDR, IGV

Today

11.6%most shared, ILDR and IGV

ILDRIGV

ILDR—11.6%

IGV11.6%—

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

Return vs Bumpiness: 2 ETFs

+4.5%ILDR, at 25.8% volatility

ILDRWorst drop−17.5%25.8% vol

IGVWorst drop−35.5%32.7% vol

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

Paid More vs Made More

YTD

IGVILDR

−2.8%Year to date+8.8%

0.0%Yield0.0%

−11.1%Past year+4.5%

0.38%Fee0.75%

2–1ILDR 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$109B

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%

$41.8BAssets$46.0B

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$798B

0–0level

End-of-day Nov 3, 2026