GII vs IGV

AGII

BIGV

Measures won5–1GII wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GII $15,973

Lowest cost0.35%SMH · $35 on $10k

Most income2.67%GII · $267 on $10k

Smallest drop−10.6%GII · worst fall in 1Y

Held in common0.0%GII and IGV

GII

IGV

State Street SPDR S&P Global Infrastructure ETF · $958MiShares Expanded Tech-Software Sector ETF · $12.8B

+18.7%3 years · per year$16,731 · $14,660+13.6%

+9.8%5 years · per year$15,973 · $11,584+3.0%

0.40%Expense ratio$40 · $38 on $10k · lower wins0.38%

2.67%12-mo yield$267 · $2 on $10k0.02%

−10.6%Worst dropSmaller wins−33.2%

11.6%VolatilityLower wins32.9%

5–1GII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · IGV

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs IGV

GII

SPDR S&P Global Infrastructure

$15,973

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureGIIIGV

Fee0.40%0.38%

Cost on $10k a year$40$38

Yield2.67%0.02%

5 years, per year+9.8%+3.0%

3 years, per year+18.7%+13.6%

Worst drop · 1Y−10.6%−33.2%

Volatility · 1Y11.6%32.9%

5–1measures won
GII first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GII, IGV, DRAM, SMH

Today

4.8%most shared, IGV and SMH

GIIIGVDRAMSMH

GII—0.0%0.0%0.0%

IGV0.0%—0.0%4.8%

DRAM0.0%0.0%—3.1%

SMH0.0%4.8%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, GII

GII$267 − $40 = $227

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee