Compare · 3 funds side by side · dividends reinvested

ILDR, VIG and SMH

ILDRFirst Trust×VIGVanguard×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

ILDR, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.8

First Trust Innovation Leaders ETFThematic · Disruptive tech0.75%0.00%+0.5%−1.0%+26.4%+8.0%−18.7%26.7%$334M2.6

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: ILDR 2021 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Innovation Leaders ETF · $334M$14,710

ILDR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

ILDRMeasureVIG

+0.5%Year to dateJan 1 → Nov 5+12.5%

−1.0%1 yearTotal return+15.2%

+26.4%3 years · per year$10,000 became $20,201 · $16,814+18.9%

+8.0%5 years · per year$10,000 became $14,710 · $16,331+10.3%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−18.7%Worst dropSmaller is better−7.9%

26.7%VolatilityLower is calmer10.8%

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

1–7VIG wins

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

More Ways to See the Pairs

ILDR vs VIG: Top 5 Holdings

Today

ILDR

30.2%in top 5

VIG

in top 522.1%

ILDRStockVIG

9.6%NVDAnot top 5

6.6%AMZNnot top 5

5.5%AMDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%GOOGLnot top 5

not top 5AVGO4.3%

4.1%LLY4.1%

not top 5JPM3.9%

Held in common13.5%

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

ILDR vs VIG Returns, Every Period

First TrustILDR

+8.0%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

ILDRVIGFaded: behind in that period

1–3VIG wins

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

Thematic vs Income: ILDR vs VIG

YTD

First TrustILDR

+0.5%

VIGVanguard

+12.5%

+0.5%Year to date+12.5%

−18.7%Worst drop · 1Y−7.9%

26.7%Volatility · 1Y10.8%

0.0%Yield1.5%

$334MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: ILDR, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

ILDR0.75%$75

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

Yields: ILDR, VIG, SMH

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SMH0.25%$25

ILDR0.00%$0

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

ILDR$0 − $75 = −$75

KeptFee

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

Overlap: ILDR, VIG, SMH

Today

24.1%most shared, ILDR and SMH

ILDRVIGSMH

ILDR—13.5%24.1%

VIG13.5%—10.3%

SMH24.1%10.3%—

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

VIGWorst drop−7.9%10.8% vol

ILDRWorst drop−18.7%26.7% 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

VIGSMH

+12.5%Year to date+24.3%

1.5%Yield0.2%

+15.2%Past year+27.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026