IGV vs TDIV

AIGV

BTDIV

Measures won1–5TDIV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · TDIV $20,505

Lowest cost0.35%SMH · $35 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 · $12.4BFirst Trust NASDAQ Technology Dividend Index Fund · $4.4B

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	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%	$4.4B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	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%	$4.4B
3	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGV, TDIV, SMH

Today

26.8%most shared, TDIV and SMH

IGVTDIVSMH

IGV—21.2%4.6%

TDIV21.2%—26.8%

SMH4.6%26.8%—

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

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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