BAI vs IGM

ABAI

BIGM

Measures won1–3IGM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IGM $20,128

Lowest cost0.35%SMH · $35 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−19.8%IGM · worst fall in 1Y

Held in common30.5%BAI and IGM

BAI

IGM

iShares A.I. Innovation and Tech Active ETF · $10.5BiShares Expanded Tech Sector ETF · $9.6B

[…]3 years · per year[…] · $22,531+31.1%

[…]5 years · per year[…] · $20,128+15.0%

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

1.75%12-mo yield$175 · $16 on $10k0.16%

−40.0%Worst dropSmaller wins−19.8%

47.9%VolatilityLower wins26.9%

1–3IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBAI · IGM

6.0%NVDA8.0%

4.7%AVGO7.0%

3.5%MSFT10.7%

5.1%AMD3.5%

Held in common30.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
3	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
3	ABAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

End-of-day Nov 6, 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

$20,128

MeasureBAIIGM

Fee0.65%0.37%

Cost on $10k a year$65$37

Yield1.75%0.16%

5 years, per year[…]+15.0%

3 years, per year[…]+31.1%

Worst drop · 1Y−40.0%−19.8%

Volatility · 1Y47.9%26.9%

3–1measures won
IGM first

30.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BAI, IGM, SMH

Today

31.4%most shared, IGM and SMH

BAIIGMSMH

BAI—30.5%31.1%

IGM30.5%—31.4%

SMH31.1%31.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

SMH$24 − $35 = −$11

IGM$16 − $37 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee