IGM vs BAI

AIGM

BBAI

Measures won3–1IGM wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · IGM $21,573

Lowest cost0.35%SMH · $35 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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	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
3	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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	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
3	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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: IGM, BAI, SMH

Today

33.8%most shared, IGM and SMH

IGMBAISMH

IGM—31.5%33.8%

BAI31.5%—31.8%

SMH33.8%31.8%—

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

SMH$21 − $35 = −$14

IGM$15 − $37 = −$22

KeptFee

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