IGV vs FTCS

AIGV

BFTCS

Measures won2–4FTCS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FTCS $13,941

Lowest cost0.35%SMH · $35 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common0.0%IGV and FTCS

IGV

FTCS

iShares Expanded Tech-Software Sector ETF · $12.4BFirst Trust Capital Strength ETF · $7.9B

+13.6%3 years · per year$14,660 · $14,554+13.3%

+3.0%5 years · per year$11,584 · $13,941+6.9%

0.38%Expense ratio$38 · $53 on $10k · lower wins0.53%

0.02%12-mo yield$2 · $110 on $10k1.10%

−33.2%Worst dropSmaller wins−8.1%

32.9%VolatilityLower wins11.8%

2–4FTCS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIGV · FTCS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 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	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
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	BFTCS	First Trust Capital Strength ETFRead Desk	0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
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

IGV vs FTCS

IGV

iShares Expanded Tech-Software Sector

$11,584

FTCS

First Trust Capital Strength

$13,942

MeasureIGVFTCS

Fee0.38%0.53%

Cost on $10k a year$38$53

Yield0.02%1.10%

5 years, per year+3.0%+6.9%

3 years, per year+13.6%+13.3%

Worst drop · 1Y−33.2%−8.1%

Volatility · 1Y32.9%11.8%

4–2measures won
FTCS first

0.0%

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

$39.1BAssets$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%

$120BAssets$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: IGV, FTCS, DRAM, SMH

Today

4.8%most shared, IGV and SMH

IGVFTCSDRAMSMH

IGV—0.0%0.0%4.8%

FTCS0.0%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH4.8%0.0%3.1%—

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

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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