IGM vs SMH

AIGM

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IGM $20,128

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%CIBR · $43 on $10k

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

Held in common31.4%IGM and SMH

IGM

SMH

iShares Expanded Tech Sector ETF · $9.6BVanEck Semiconductor ETF · $60.7B

+31.1%3 years · per year$22,531 · $33,022+48.9%

+15.0%5 years · per year$20,128 · $34,950+28.4%

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

0.16%12-mo yield$16 · $24 on $10k0.24%

−19.8%Worst dropSmaller wins−33.1%

26.9%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGM · SMH

8.0%NVDA21.0%

7.0%AVGO5.9%

3.5%AMD5.0%

3.3%MU4.1%

Held in common31.4%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	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
3	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
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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 SMH

IGM

iShares Expanded Tech Sector

$20,128

SMH

VanEck Semiconductor

$34,950

MeasureIGMSMH

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield0.16%0.24%

5 years, per year+15.0%+28.4%

3 years, per year+31.1%+48.9%

Worst drop · 1Y−19.8%−33.1%

Volatility · 1Y26.9%42.9%

3–2measures won
SMH first

31.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: IGM, SMH, CIBR, DRAM

Today

31.4%most shared, IGM and SMH

IGMSMHCIBRDRAM

IGM—31.4%20.8%4.0%

SMH31.4%—5.9%3.1%

CIBR20.8%5.9%—0.0%

DRAM4.0%3.1%0.0%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

IGM$16 − $37 = −$21

DRAM$0 − $65 = −$65

KeptFee

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