Compare · 3 funds side by side · dividends reinvested

SMIG, IGV and SMH

SMIGBahl & Gaynor×IGViShares×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

SMIG, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.5

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.70%+11.6%+13.8%+15.1%+6.8%−8.5%11.7%$1.5B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B2.8

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: SMIG 2021 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$13,925

SMIG

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,367

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMIGMeasureIGV

+11.6%Year to dateJan 1 → Nov 5−6.3%

+13.8%1 yearTotal return−11.6%

+15.1%3 years · per year$10,000 became $15,260 · $14,673+13.6%

+6.8%5 years · per year$10,000 became $13,925 · $11,367+2.6%

0.60%Expense ratio$60 · $38 a year on $10k · lower is better0.38%

1.70%Trailing 12-mo yield$170 · $2 a year on $10k0.02%

−8.5%Worst dropSmaller is better−33.3%

11.7%VolatilityLower is calmer32.9%

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

7–1SMIG wins

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

More Ways to See the Pairs

SMIG vs IGV: Top 5 Holdings

Today

SMIG

22.1%in top 5

IGV

in top 541.9%

SMIGStockIGV

not top 5MSFT9.4%

not top 5PANW8.6%

not top 5PLTR8.4%

not top 5CRWD8.2%

not top 5ORCL7.2%

4.7%VCTRnot top 5

4.5%TRGPnot top 5

4.3%SNAnot top 5

4.3%PKGnot top 5

4.3%SIMOnot top 5

Held in common0.0%

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

SMIG vs IGV Returns, Every Period

Bahl & GaynorSMIG

+6.8%

5 years, per year

IGViShares

+2.6%

5 years, per year

SMIGIGVFaded: behind in that period

4–0SMIG wins

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

Income vs Thematic: SMIG vs SMH

YTD

Bahl & GaynorSMIG

+11.6%

SMHVanEck

+24.3%

+11.6%Year to date+24.3%

−8.5%Worst drop · 1Y−33.1%

11.7%Volatility · 1Y42.8%

1.7%Yield0.2%

$1.5BAssets$57.7B

3–1SMIG wins

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

Cost, Income and Risk

Fees: SMIG, IGV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

SMIG0.60%$60

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

Yields: SMIG, IGV, SMH

1.70%highest, SMIG

FundTrailing yieldYield$10k

SMIG1.70%$170

SMH0.25%$25

IGV0.02%$2

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

Income After Fees on $10,000

$110most kept, SMIG

SMIG$170 − $60 = $110

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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

Overlap: SMIG, IGV, SMH

Today

4.6%most shared, IGV and SMH

SMIGIGVSMH

SMIG—0.0%0.0%

IGV0.0%—4.6%

SMH0.0%4.6%—

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

SMIGWorst drop−8.5%11.7% vol

IGVWorst drop−33.3%32.9% 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

SMIGSMH

+11.6%Year to date+24.3%

1.7%Yield0.2%

+13.8%Past year+27.3%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026