IGM vs SHLD

AIGM

BSHLD

Measures won2–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGM $20,939

Lowest cost0.35%SMH · $35 on $10k

Most income0.70%SHLD · $70 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 · $10.0BGlobal X - Defense Tech ETF · $5.9B

+32.1%3 years · per year$23,036 · $23,450+32.9%

+15.9%5 years · per year$20,939 · […][…]

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

0.15%12-mo yield$15 · $70 on $10k0.70%

−19.8%Worst dropSmaller wins−25.4%

27.1%VolatilityLower wins26.1%

2–3SHLD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGM · SHLD

1.9%PLTR10.4%

0.0%OSIS0.5%

0.0%BBAI0.2%

Held in common1.9%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$10.0B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$10.0B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

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 SHLD

IGM

iShares Expanded Tech Sector

$20,939

SHLD

Global X - Defense Tech

[…]

MeasureIGMSHLD

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield0.15%0.70%

5 years, per year+15.9%[…]

3 years, per year+32.1%+32.9%

Worst drop · 1Y−19.8%−25.4%

Volatility · 1Y27.1%26.1%

3–2measures won
SHLD first

1.9%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: IGM, SHLD, CIBR, SMH

Today

32.0%most shared, IGM and SMH

IGMSHLDCIBRSMH

IGM—1.9%20.6%32.0%

SHLD1.9%—4.0%0.0%

CIBR20.6%4.0%—5.7%

SMH32.0%0.0%5.7%—

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

Income After Fees on $10,000

$20most kept, SHLD

SHLD$70 − $50 = $20

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

IGM$15 − $37 = −$22

KeptFee

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