IGM vs SMH

AIGM

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · IGM $21,692

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common33.7%IGM and SMH

IGM

SMH

iShares Expanded Tech Sector ETF · $10.3BVanEck Semiconductor ETF · $65.8B

+34.9%3 years · per year$24,548 · $37,049+54.7%

+16.8%5 years · per year$21,692 · $38,820+31.2%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

0.15%12-mo yield$15 · $22 on $10k0.22%

−15.5%Worst dropSmaller wins−24.6%

25.9%VolatilityLower wins41.2%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · SMH

8.5%NVDA20.6%

7.4%AVGO5.8%

4.0%MU4.6%

3.9%AMD5.2%

Held in common33.7%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B

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 SMH

IGM

iShares Expanded Tech Sector

$21,692

SMH

VanEck Semiconductor

$38,820

MeasureIGMSMH

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield0.15%0.22%

5 years, per year+16.8%+31.2%

3 years, per year+34.9%+54.7%

Worst drop · 1Y−15.5%−24.6%

Volatility · 1Y25.9%41.2%

4–2measures won
SMH first

33.7%

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IGM, SMH

Today

33.7%most shared, IGM and SMH

IGMSMH

IGM—33.7%

SMH33.7%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

IGM$15 − $37 = −$22

KeptFee

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