BAI vs IGM

ABAI

BIGM

Measures won1–3IGM wins · of 6 · 5Y

$10,000 · 5Y$21,692IGM

Lowest cost0.37%IGM · $37 on $10k

Most income1.59%BAI · $159 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common31.5%BAI and IGM

BAI

IGM

iShares A.I. Innovation and Tech Active ETF · $11.6BiShares Expanded Tech Sector ETF · $10.4B

[…]3 years · per year[…] · $24,548+34.9%

[…]5 years · per year[…] · $21,692+16.8%

0.65%Expense ratio$65 · $37 on $10k · lower wins0.37%

1.59%12-mo yield$159 · $15 on $10k0.15%

−31.3%Worst dropSmaller wins−15.5%

45.9%VolatilityLower wins25.9%

1–3IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAI · IGM

5.9%NVDA8.5%

4.6%AVGO7.4%

6.0%MU4.0%

5.3%AMD3.9%

Held in common31.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
2	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAI vs IGM

BAI

iShares A.I. Innovation and Tech Active

[…]

IGM

iShares Expanded Tech Sector

$21,692

MeasureBAIIGM

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield1.59%0.15%

5 years, per year[…]+16.8%

3 years, per year[…]+34.9%

Worst drop · 1Y−31.3%−15.5%

Volatility · 1Y45.9%25.9%

3–1measures won
IGM first

31.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BAI, IGM

Today

31.5%most shared, BAI and IGM

BAIIGM

BAI—31.5%

IGM31.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, BAI

BAI$159 − $65 = $94

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee