IGM vs ILDR

AIGM

BILDR

Measures won5–1IGM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM · ILDR $15,994

Lowest cost0.09%VOX · $9 on $10k

Most income1.07%VOX · $107 on $10k

Smallest drop−13.9%VOX · worst fall in 1Y

Held in common36.8%IGM and ILDR

IGM

ILDR

iShares Expanded Tech Sector ETF · $10.3BFirst Trust Innovation Leaders ETF · $328M

+35.3%3 years · per year$24,754 · $22,403+30.8%

+16.6%5 years · per year$21,573 · $15,994+9.8%

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

0.15%12-mo yield$15 · $0 on $10k0.00%

−15.5%Worst dropSmaller wins−17.5%

25.9%VolatilityLower wins25.8%

5–1IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGM · ILDR

8.3%NVDA9.8%

4.2%GOOGL4.2%

4.0%AMD5.7%

7.1%AVGO3.5%

Held in common36.8%

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	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	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
3	VOX	Vanguard Communication Services ETFRead Desk	0.09%	1.07%	+1.3%	−9.7%	−6.0%	+21.2%	+5.4%	−13.9%	$6.0B

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	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	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
3	VOX	Vanguard Communication Services ETFRead Desk	0.09%	1.07%	+1.3%	−9.7%	−6.0%	+21.2%	+5.4%	−13.9%	$6.0B

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 ILDR

IGM

iShares Expanded Tech Sector

$21,573

ILDR

First Trust Innovation Leaders

$15,994

MeasureIGMILDR

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield0.15%0.00%

5 years, per year+16.6%+9.8%

3 years, per year+35.3%+30.8%

Worst drop · 1Y−15.5%−17.5%

Volatility · 1Y25.9%25.8%

5–1measures won
IGM first

36.8%

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, ILDR, VOX

Today

36.8%most shared, IGM and ILDR

IGMILDRVOX

IGM—36.8%14.2%

ILDR36.8%—6.3%

VOX14.2%6.3%—

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

Income After Fees on $10,000

$98most kept, VOX

VOX$107 − $9 = $98

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

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