IGM vs BAI

AIGM

BBAI

Measures won3–1IGM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM

Lowest cost0.37%IGM · $37 on $10k

Most income1.55%BAI · $155 on $10k

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

Held in common31.5%IGM and BAI

IGM

BAI

iShares Expanded Tech Sector ETF · $10.3BiShares A.I. Innovation and Tech Active ETF · $11.9B

+35.3%3 years · per year$24,754 · […][…]

+16.6%5 years · per year$21,573 · […][…]

0.37%Expense ratio$37 · $65 on $10k · lower wins0.65%

0.15%12-mo yield$15 · $155 on $10k1.55%

−15.5%Worst dropSmaller wins−30.9%

25.9%VolatilityLower wins45.8%

3–1IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · BAI

8.3%NVDA5.7%

7.1%AVGO4.4%

4.1%MU6.2%

4.0%AMD5.4%

Held in common31.5%

End-of-day Nov 3, 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	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

Cards for this view

IGM vs BAI

IGM

iShares Expanded Tech Sector

$21,573

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureIGMBAI

Fee0.37%0.65%

Cost on $10k a year$37$65

Yield0.15%1.55%

5 years, per year+16.6%[…]

3 years, per year+35.3%[…]

Worst drop · 1Y−15.5%−30.9%

Volatility · 1Y25.9%45.8%

3–1measures won
IGM first

31.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IGM, BAI

Today

31.5%most shared, IGM and BAI

IGMBAI

IGM—31.5%

BAI31.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee