IGM vs VYM

AIGM

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$20,128IGM · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common16.1%IGM and VYM

IGM

VYM

iShares Expanded Tech Sector ETF · $9.6BVanguard High Dividend Yield ETF · $78.9B

+31.1%3 years · per year$22,531 · $17,107+19.6%

+15.0%5 years · per year$20,128 · $16,941+11.1%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

0.16%12-mo yield$16 · $231 on $10k2.31%

−19.8%Worst dropSmaller wins−6.7%

26.9%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · VYM

7.0%AVGO6.9%

2.0%CSCO1.8%

1.3%TXN1.1%

1.2%ORCL1.0%

Held in common16.1%

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

Both

5Y2 funds

#			Trend
1	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
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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

Both

5Y2 funds

#			Trend
1	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
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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 VYM

IGM

iShares Expanded Tech Sector

$20,128

VYM

Vanguard High Dividend Yield

$16,941

MeasureIGMVYM

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield0.16%2.31%

5 years, per year+15.0%+11.1%

3 years, per year+31.1%+19.6%

Worst drop · 1Y−19.8%−6.7%

Volatility · 1Y26.9%10.6%

4–2measures won
VYM first

16.1%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IGM, VYM

Today

16.1%most shared, IGM and VYM

IGMVYM

IGM—16.1%

VYM16.1%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

IGM$16 − $37 = −$21

KeptFee

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