IGM vs SHLD

AIGM

BSHLD

Measures won2–3SHLD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGM $19,889

Lowest cost0.35%SMH · $35 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 · $10.4BGlobal X - Defense Tech ETF · $6.5B

+31.2%3 years · per year$22,573 · $23,074+32.1%

+14.7%5 years · per year$19,889 · […][…]

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%PLTR10.6%

0.0%OSIS0.5%

0.0%BBAI0.2%

Held in common1.9%

End-of-day Nov 5, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.73%	−5.1%	−10.1%	−13.2%	+32.1%	new	−25.4%	$6.5B

End-of-day Nov 5, 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

$19,889

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+14.7%[…]

3 years, per year+31.2%+32.1%

Worst drop · 1Y−19.8%−25.4%

Volatility · 1Y26.9%25.8%

3–2measures won
SHLD first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGM, SHLD, SMH

Today

32.9%most shared, IGM and SMH

IGMSHLDSMH

IGM—1.9%32.9%

SHLD1.9%—0.0%

SMH32.9%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$23most kept, SHLD

SHLD$73 − $50 = $23

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee