IGM vs ILDR

AIGM

BILDR

Measures won5–1IGM wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · IGM $21,692

Lowest cost0.09%VOX · $9 on $10k

Most income1.04%VOX · $104 on $10k

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

Held in common36.6%IGM and ILDR

IGM

ILDR

iShares Expanded Tech Sector ETF · $10.4BFirst Trust Innovation Leaders ETF · $334M

+34.9%3 years · per year$24,548 · $22,002+30.1%

+16.8%5 years · per year$21,692 · $15,773+9.5%

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 four, one scale

Shared top holdingsIGM · ILDR

8.5%NVDA9.9%

4.3%GOOGL4.2%

3.9%AMD5.4%

7.4%AVGO3.6%

Held in common36.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
3	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M
4	VOX	Vanguard Communication Services ETFRead Desk	0.09%	1.04%	+2.9%	−7.1%	−2.6%	+21.5%	+6.0%	−13.9%	$6.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
3	BILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M
4	VOX	Vanguard Communication Services ETFRead Desk	0.09%	1.04%	+2.9%	−7.1%	−2.6%	+21.5%	+6.0%	−13.9%	$6.0B

End-of-day Nov 4, 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

$21,692

ILDR

First Trust Innovation Leaders

$15,773

MeasureIGMILDR

Fee0.37%0.75%

Cost on $10k a year$37$75

Yield0.15%0.00%

5 years, per year+16.8%+9.5%

3 years, per year+34.9%+30.1%

Worst drop · 1Y−15.5%−17.5%

Volatility · 1Y25.9%25.8%

5–1measures won
IGM first

36.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IGM, ILDR, VOX, SMH

Today

36.6%most shared, IGM and ILDR

IGMILDRVOXSMH

IGM—36.6%14.5%33.7%

ILDR36.6%—6.4%24.6%

VOX14.5%6.4%—0.0%

SMH33.7%24.6%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, VOX

VOX$104 − $9 = $95

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee