Compare · 2 funds side by side · dividends reinvested

INVN and IGV

INVNAlger×IGViShares×
$5k$7.5k$10k$12.5k$15kLow $5,836 · 2022IGV$11,824Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,824IGV · best of the two
02 / 04

INVN and IGV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Alger Russell Innovation ETFThematic · Disruptive tech0.55%0.23%+24.4%+27.2%[…][…]−20.4%25.1%$11M1.2
iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.8%−11.1%+16.0%+3.4%−35.5%32.7%$12.8B1.6
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: INVN 2025 · IGV 2001
@TheETFTracker·theetftracker.com

Head to Head

5Y
Alger Russell Innovation ETF · $11M[…]
INVN
IGV
iShares Expanded Tech-Software Sector ETF · $12.8B$11,824

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

INVNMeasureIGV
+24.4%Year to dateJan 1 → Nov 3−2.8%
+27.2%1 yearTotal return−11.1%
[…]3 years · per year$10,000 became […] · $15,595+16.0%
[…]5 years · per year$10,000 became […] · $11,824+3.4%
0.55%Expense ratio$55 · $38 a year on $10k · lower is better0.38%
0.23%Trailing 12-mo yield$23 · $2 a year on $10k0.02%
−20.4%Worst dropSmaller is better−35.5%
25.1%VolatilityLower is calmer32.7%
INVNIGV Winner of the row, in its colourEach row: the bigger of the two fills its side
5–1INVN wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

INVN vs IGV: Top 5 Holdings

Today
11.8%in top 5
IGV
in top 542.2%
INVNStockIGV
not top 5PANW9.1%
not top 5PLTR9.0%
not top 5MSFT8.8%
not top 5CRWD8.6%
not top 5ORCL6.7%
2.5%DOCUnot top 5
2.4%EXELnot top 5
2.3%GDDYnot top 5
2.3%ETSYnot top 5
2.3%REGNnot top 5
Held in common9.7%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

INVN vs IGV Returns, Every Period

1Y
AlgerINVN
+27.2%
past year
IGViShares
−11.1%
past year
−20%−10%0%+10%+20%+30%+24.4%−2.8%YTD+27.2%−11.1%1 year
INVNIGVFaded: behind in that period
2–0INVN wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

INVN vs IGV

YTD
AlgerINVN
+24.4%
IGViShares
−2.8%
Jan 1Nov 3+24.4%−2.8%
+24.4%Year to date−2.8%
−20.4%Worst drop · 1Y−35.5%
25.1%Volatility · 1Y32.7%
0.2%Yield0.0%
$10.7MAssets$12.8B
4–0INVN wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: INVN, IGV

Today
0.38%lowest, IGV
FundExpense ratioFee$10k
IGV0.38%$38
INVN0.55%$55
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: INVN, IGV

1Y
0.23%highest, INVN
FundTrailing yieldYield$10k
INVN0.23%$23
IGV0.02%$2
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
−$32most kept, INVN
INVN$23 − $55 = −$32
IGV$2 − $38 = −$36
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: INVN, IGV

Today
9.7%most shared, INVN and IGV
INVNIGV
INVN—9.7%
IGV9.7%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+27.2%INVN, at 25.1% volatility
−20%−10%0%+10%+20%+30%10%20%30%40%Volatility · 1 year → bumpierINVN +27.2%IGV −11.1%
INVNWorst drop−20.4%25.1% vol
IGVWorst drop−35.5%32.7% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
INVNIGV
Jan 1Nov 3+24.4%−2.8%
+24.4%Year to date−2.8%
0.2%Yield0.0%
+27.2%Past year−11.1%
0.55%Fee0.38%
3–1INVN wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com