IGM vs SMH

AIGM

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGM $20,939

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

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

Held in common32.0%IGM and SMH

IGM

SMH

iShares Expanded Tech Sector ETF · $10.0BVanEck Semiconductor ETF · $60.7B

+32.1%3 years · per year$23,036 · $33,815+50.1%

+15.9%5 years · per year$20,939 · $36,298+29.4%

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

0.15%12-mo yield$15 · $23 on $10k0.23%

−19.8%Worst dropSmaller wins−33.1%

27.1%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGM · SMH

8.1%NVDA20.7%

6.9%AVGO5.7%

3.8%AMD5.4%

3.4%MU4.2%

Held in common32.0%

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 Three

5Y3 funds

#
1	BSMH	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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

End-of-day Nov 9, 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%	0.23%	+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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B

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 SMH

IGM

iShares Expanded Tech Sector

$20,939

SMH

VanEck Semiconductor

$36,298

MeasureIGMSMH

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield0.15%0.23%

5 years, per year+15.9%+29.4%

3 years, per year+32.1%+50.1%

Worst drop · 1Y−19.8%−33.1%

Volatility · 1Y27.1%43.1%

3–2measures won
SMH first

32.0%

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, SMH, IGV

Today

32.0%most shared, IGM and SMH

IGMSMHIGV

IGM—32.0%23.6%

SMH32.0%—4.8%

IGV23.6%4.8%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

IGM$15 − $37 = −$22

IGV$2 − $38 = −$36

KeptFee

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