IGV vs TDIV

AIGV

BTDIV

Measures won1–5TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV · IGV $11,367

Lowest cost0.38%IGV · $38 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common21.2%IGV and TDIV

IGV

TDIV

iShares Expanded Tech-Software Sector ETF · $13.0BFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

+13.6%3 years · per year$14,673 · $20,674+27.4%

+2.6%5 years · per year$11,367 · $20,505+15.4%

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

0.02%12-mo yield$2 · $147 on $10k1.47%

−33.3%Worst dropSmaller wins−16.3%

32.9%VolatilityLower wins21.5%

1–5TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGV · TDIV

9.4%MSFT8.8%

7.2%ORCL6.7%

3.4%INTU2.0%

4.1%CRM1.9%

Held in common21.2%

End-of-day Nov 5, 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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

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

Both

5Y2 funds

#			Trend
1	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

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

Cards for this view

IGV vs TDIV

IGV

iShares Expanded Tech-Software Sector

$11,367

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

MeasureIGVTDIV

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield0.02%1.47%

5 years, per year+2.6%+15.4%

3 years, per year+13.6%+27.4%

Worst drop · 1Y−33.3%−16.3%

Volatility · 1Y32.9%21.5%

5–1measures won
TDIV first

21.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IGV, TDIV

Today

21.2%most shared, IGV and TDIV

IGVTDIV

IGV—21.2%

TDIV21.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee