IGM vs TMAT

AIGM

BTMAT

Measures won6–0IGM wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%SOXX · $28 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	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
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	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
4	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGM, TMAT, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

IGMTMATSMHSOXX

IGM—12.4%32.0%32.6%

TMAT12.4%—10.1%10.3%

SMH32.0%10.1%—69.6%

SOXX32.6%10.3%69.6%—

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

IGM$15 − $37 = −$22

TMAT$2 − $79 = −$77

KeptFee

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