IGM vs ILDR

AIGM

BILDR

Measures won4–2IGM wins · of 6 · 5Y

$10,000 · 5Y$20,939IGM · ILDR $15,657

Lowest cost0.37%IGM · $37 on $10k

Most income0.15%IGM · $15 on $10k

Smallest drop−18.7%ILDR · worst fall in 1Y

Held in common36.1%IGM and ILDR

IGM

ILDR

iShares Expanded Tech Sector ETF · $9.6BFirst Trust Innovation Leaders ETF · $316M

+32.1%3 years · per year$23,036 · $20,897+27.8%

+15.9%5 years · per year$20,939 · $15,657+9.4%

0.37%Expense ratio$37 · $75 on $10k · lower wins0.75%

0.15%12-mo yield$15 · $0 on $10k0.00%

−19.8%Worst dropSmaller wins−18.7%

27.1%VolatilityLower wins27.0%

4–2IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGM · ILDR

8.1%NVDA9.4%

4.6%GOOGL4.5%

3.8%AMD5.3%

6.9%AVGO3.4%

Held in common36.1%

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 Three

5Y3 funds

#
1	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$9.6B
2	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M
3	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 Three

5Y3 funds

#
1	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$9.6B
2	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M
3	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

IGM vs ILDR

IGM

iShares Expanded Tech Sector

$20,939

ILDR

First Trust Innovation Leaders

$15,657

MeasureIGMILDR

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield0.15%0.00%

5 years, per year+15.9%+9.4%

3 years, per year+32.1%+27.8%

Worst drop · 1Y−19.8%−18.7%

Volatility · 1Y27.1%27.0%

4–2measures won
IGM first

36.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGM, ILDR, DRAM

Today

36.1%most shared, IGM and ILDR

IGMILDRDRAM

IGM—36.1%4.0%

ILDR36.1%—2.2%

DRAM4.0%2.2%—

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

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

DRAM$0 − $65 = −$65

ILDR$0 − $75 = −$75

KeptFee

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