IGM vs SHLD

AIGM

BSHLD

Measures won2–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$20,128IGM · CIBR $17,242

Lowest cost0.37%IGM · $37 on $10k

Most income0.73%SHLD · $73 on $10k

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

Held in common1.9%IGM and SHLD

IGM

SHLD

iShares Expanded Tech Sector ETF · $9.6BGlobal X - Defense Tech ETF · $5.9B

+31.1%3 years · per year$22,531 · $22,922+31.9%

+15.0%5 years · per year$20,128 · […][…]

0.37%Expense ratio$37 · $50 on $10k · lower wins0.50%

0.16%12-mo yield$16 · $73 on $10k0.73%

−19.8%Worst dropSmaller wins−25.4%

26.9%VolatilityLower wins25.8%

2–3SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGM · SHLD

1.9%PLTR10.1%

0.0%OSIS0.5%

0.0%BBAI0.2%

Held in common1.9%

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

All Three

5Y3 funds

#
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B

End-of-day Nov 6, 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%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	+0.3%	−9.9%	−11.6%	+31.9%	new	−25.4%	$5.9B

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 SHLD

IGM

iShares Expanded Tech Sector

$20,128

SHLD

Global X - Defense Tech

[…]

MeasureIGMSHLD

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield0.16%0.73%

5 years, per year+15.0%[…]

3 years, per year+31.1%+31.9%

Worst drop · 1Y−19.8%−25.4%

Volatility · 1Y26.9%25.8%

3–2measures won
SHLD first

1.9%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IGM, SHLD, CIBR

Today

20.8%most shared, IGM and CIBR

IGMSHLDCIBR

IGM—1.9%20.8%

SHLD1.9%—4.1%

CIBR20.8%4.1%—

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

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

CIBR$43 − $58 = −$15

IGM$16 − $37 = −$21

KeptFee

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