IGV vs VYM

AIGV

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · IGV $11,265

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 common1.1%IGV and VYM

IGV

VYM

iShares Expanded Tech-Software Sector ETF · $12.4BVanguard High Dividend Yield ETF · $78.9B

+13.3%3 years · per year$14,533 · $17,107+19.6%

+2.4%5 years · per year$11,264 · $16,941+11.1%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

0.02%12-mo yield$2 · $231 on $10k2.31%

−33.2%Worst dropSmaller wins−6.7%

32.9%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGV · VYM

7.0%ORCL1.0%

0.6%GEN0.0%

0.2%YOU0.0%

0.1%DLB0.0%

Held in common1.1%

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	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
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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	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
2	AIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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

IGV vs VYM

IGV

iShares Expanded Tech-Software Sector

$11,265

VYM

Vanguard High Dividend Yield

$16,941

MeasureIGVVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield0.02%2.31%

5 years, per year+2.4%+11.1%

3 years, per year+13.3%+19.6%

Worst drop · 1Y−33.2%−6.7%

Volatility · 1Y32.9%10.6%

6–0measures won
VYM first

1.1%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IGV, VYM

Today

1.1%most shared, IGV and VYM

IGVVYM

IGV—1.1%

VYM1.1%—

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

IGV$2 − $38 = −$36

KeptFee

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