IGM vs SMH

AIGM

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGM $19,889

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common32.9%IGM and SMH

IGM

SMH

iShares Expanded Tech Sector ETF · $10.4BVanEck Semiconductor ETF · $65.4B

+31.2%3 years · per year$22,573 · $32,662+48.4%

+14.7%5 years · per year$19,889 · $33,824+27.6%

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

0.16%12-mo yield$16 · $25 on $10k0.25%

−19.8%Worst dropSmaller wins−33.1%

26.9%VolatilityLower wins42.8%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGM · SMH

8.2%NVDA20.5%

7.2%AVGO5.8%

3.9%AMD5.4%

3.7%MU4.4%

Held in common32.9%

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	BSMH	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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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	BSMH	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	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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 SMH

IGM

iShares Expanded Tech Sector

$19,889

SMH

VanEck Semiconductor

$33,824

MeasureIGMSMH

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield0.16%0.25%

5 years, per year+14.7%+27.6%

3 years, per year+31.2%+48.4%

Worst drop · 1Y−19.8%−33.1%

Volatility · 1Y26.9%42.8%

3–2measures won
SMH first

32.9%

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, SMH, DRAM

Today

32.9%most shared, IGM and SMH

IGMSMHDRAM

IGM—32.9%4.4%

SMH32.9%—3.2%

DRAM4.4%3.2%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

DRAM$0 − $65 = −$65

KeptFee

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