IGV vs SHLD

AIGV

BSHLD

Measures won1–4SHLD wins · of 6 · 5Y

$10,000 · 5Y$17,956CIBR · IGV $11,584

Lowest cost0.38%IGV · $38 on $10k

Most income0.70%SHLD · $70 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common8.2%IGV and SHLD

IGV

SHLD

iShares Expanded Tech-Software Sector ETF · $12.8BGlobal X - Defense Tech ETF · $5.9B

+13.6%3 years · per year$14,660 · $23,450+32.9%

+3.0%5 years · per year$11,584 · […][…]

0.38%Expense ratio$38 · $50 on $10k · lower wins0.50%

0.02%12-mo yield$2 · $70 on $10k0.70%

−33.2%Worst dropSmaller wins−25.4%

32.9%VolatilityLower wins26.1%

1–4SHLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGV · SHLD

8.2%PLTR10.4%

Held in common8.2%

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	BSHLD	Global X - Defense Tech ETFRead Desk	0.50%	0.70%	+4.6%	−5.7%	−5.8%	+32.9%	new	−25.4%	$5.9B

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 SHLD

IGV

iShares Expanded Tech-Software Sector

$11,584

SHLD

Global X - Defense Tech

[…]

MeasureIGVSHLD

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield0.02%0.70%

5 years, per year+3.0%[…]

3 years, per year+13.6%+32.9%

Worst drop · 1Y−33.2%−25.4%

Volatility · 1Y32.9%26.1%

4–1measures won
SHLD first

8.2%

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: IGV, SHLD, CIBR

Today

25.8%most shared, IGV and CIBR

IGVSHLDCIBR

IGV—8.2%25.8%

SHLD8.2%—4.0%

CIBR25.8%4.0%—

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

Income After Fees on $10,000

$20most kept, SHLD

SHLD$70 − $50 = $20

CIBR$42 − $58 = −$16

IGV$2 − $38 = −$36

KeptFee

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