IGV vs VYM

AIGV

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 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 · $12.8BVanguard High Dividend Yield ETF · $78.9B

+13.6%3 years · per year$14,660 · $17,150+19.7%

+3.0%5 years · per year$11,584 · $17,254+11.5%

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

0.02%12-mo yield$2 · $226 on $10k2.26%

−33.2%Worst dropSmaller wins−6.7%

32.9%VolatilityLower wins10.8%

0–6VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGV · VYM

7.1%ORCL1.0%

0.6%GEN0.0%

0.2%YOU0.0%

0.1%DLB0.0%

Held in common1.1%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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%	$12.8B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
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%	$12.8B

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 VYM

IGV

iShares Expanded Tech-Software Sector

$11,584

VYM

Vanguard High Dividend Yield

$17,254

MeasureIGVVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield0.02%2.26%

5 years, per year+3.0%+11.5%

3 years, per year+13.6%+19.7%

Worst drop · 1Y−33.2%−6.7%

Volatility · 1Y32.9%10.8%

6–0measures won
VYM first

1.1%

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

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

$37.5BAssets$60.7B

2–0SOXX 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, VYM, SMH

Today

8.9%most shared, VYM and SMH

IGVVYMSMH

IGV—1.1%4.8%

VYM1.1%—8.9%

SMH4.8%8.9%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KeptFee

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