IGM vs IGV

AIGM

BIGV

Measures won6–0IGM wins · of 6 · 5Y

$10,000 · 5Y$20,128IGM · IGV $11,265

Lowest cost0.37%IGM · $37 on $10k

Most income0.16%IGM · $16 on $10k

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

Held in common23.9%IGM and IGV

IGM

IGV

iShares Expanded Tech Sector ETF · $9.6BiShares Expanded Tech-Software Sector ETF · $12.4B

+31.1%3 years · per year$22,531 · $14,533+13.3%

+15.0%5 years · per year$20,128 · $11,264+2.4%

0.37%Expense ratio$37 · $38 on $10k · lower wins0.38%

0.16%12-mo yield$16 · $2 on $10k0.02%

−19.8%Worst dropSmaller wins−33.2%

26.9%VolatilityLower wins32.9%

6–0IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · IGV

10.7%MSFT9.5%

1.9%PLTR7.9%

1.3%PANW8.2%

1.2%ORCL7.0%

Held in common23.9%

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

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

End-of-day Nov 6, 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%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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

IGM vs IGV

IGM

iShares Expanded Tech Sector

$20,128

IGV

iShares Expanded Tech-Software Sector

$11,265

MeasureIGMIGV

Fee0.37%0.38%

Cost on $10k a year$37$38

Yield0.16%0.02%

5 years, per year+15.0%+2.4%

3 years, per year+31.1%+13.3%

Worst drop · 1Y−19.8%−33.2%

Volatility · 1Y26.9%32.9%

6–0measures won
IGM first

23.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IGM, IGV

Today

23.9%most shared, IGM and IGV

IGMIGV

IGM—23.9%

IGV23.9%—

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

Income After Fees on $10,000

−$21most kept, IGM

IGM$16 − $37 = −$21

IGV$2 − $38 = −$36

KeptFee

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