FID vs IGV

AFID

BIGV

Measures won5–1FID wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · FID $15,483

Lowest cost0.35%SMH · $35 on $10k

Most income3.98%FID · $398 on $10k

Smallest drop−8.9%FID · worst fall in 1Y

Held in common0.0%FID and IGV

FID

IGV

First Trust S&P International Dividend Aristocrats ETF · $172MiShares Expanded Tech-Software Sector ETF · $12.4B

+21.2%3 years · per year$17,808 · $14,673+13.6%

+9.1%5 years · per year$15,483 · $11,367+2.6%

0.60%Expense ratio$60 · $38 on $10k · lower wins0.38%

3.98%12-mo yield$398 · $2 on $10k0.02%

−8.9%Worst dropSmaller wins−33.3%

10.6%VolatilityLower wins32.9%

5–1FID wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFID · IGV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.98%	−2.0%	+12.1%	+18.8%	+21.2%	+9.1%	−8.9%	$172M
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.98%	−2.0%	+12.1%	+18.8%	+21.2%	+9.1%	−8.9%	$172M
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

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

Cards for this view

FID vs IGV

FID

First Trust S&P International Dividend Aristocrats

$15,483

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureFIDIGV

Fee0.60%0.38%

Cost on $10k a year$60$38

Yield3.98%0.02%

5 years, per year+9.1%+2.6%

3 years, per year+21.2%+13.6%

Worst drop · 1Y−8.9%−33.3%

Volatility · 1Y10.6%32.9%

5–1measures won
FID first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FID, IGV, SMH

Today

4.6%most shared, IGV and SMH

FIDIGVSMH

FID—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

Income After Fees on $10,000

$338most kept, FID

FID$398 − $60 = $338

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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