IGM vs TMAT

AIGM

BTMAT

Measures won6–0IGM 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 common12.4%IGM and TMAT

IGM

TMAT

iShares Expanded Tech Sector ETF · $10.0BMain Thematic Innovation ETF · $218M

+32.1%3 years · per year$23,036 · $19,632+25.2%

+15.9%5 years · per year$20,939 · $10,938+1.8%

0.37%Expense ratio$37 · $79 on $10k · lower wins0.79%

0.15%12-mo yield$15 · $2 on $10k0.02%

−19.8%Worst dropSmaller wins−23.4%

27.1%VolatilityLower wins30.9%

6–0IGM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGM · TMAT

3.4%MU4.0%

3.8%AMD2.2%

1.3%PANW4.7%

0.9%ADI1.0%

Held in common12.4%

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 Four

5Y4 funds

#
1	SMH	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	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	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	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 TMAT

IGM

iShares Expanded Tech Sector

$20,939

TMAT

Main Thematic Innovation

$10,938

MeasureIGMTMAT

Fee0.37%0.79%

Cost on $10k a year$37$79

Yield0.15%0.02%

5 years, per year+15.9%+1.8%

3 years, per year+32.1%+25.2%

Worst drop · 1Y−19.8%−23.4%

Volatility · 1Y27.1%30.9%

6–0measures won
IGM first

12.4%

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, TMAT, DRAM, SMH

Today

32.0%most shared, IGM and SMH

IGMTMATDRAMSMH

IGM—12.4%4.0%32.0%

TMAT12.4%—4.0%10.1%

DRAM4.0%4.0%—3.1%

SMH32.0%10.1%3.1%—

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

DRAM$0 − $65 = −$65

TMAT$2 − $79 = −$77

KeptFee

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