ILDR vs IGM

AILDR

BIGM

Measures won1–5IGM wins · of 6 · 5Y

$10,000 · 5Y$21,692IGM · ILDR $15,773

Lowest cost0.37%IGM · $37 on $10k

Most income0.15%IGM · $15 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common36.6%ILDR and IGM

ILDR

IGM

First Trust Innovation Leaders ETF · $334MiShares Expanded Tech Sector ETF · $10.4B

+30.1%3 years · per year$22,002 · $24,548+34.9%

+9.5%5 years · per year$15,773 · $21,692+16.8%

0.75%Expense ratio$75 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $15 on $10k0.15%

−17.5%Worst dropSmaller wins−15.5%

25.8%VolatilityLower wins25.9%

1–5IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsILDR · IGM

9.9%NVDA8.5%

4.2%GOOGL4.3%

5.4%AMD3.9%

3.6%AVGO7.4%

Held in common36.6%

End-of-day Nov 4, 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	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.4B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−0.5%	+8.2%	+3.6%	+30.1%	+9.5%	−17.5%	$334M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILDR vs IGM

ILDR

First Trust Innovation Leaders

$15,773

IGM

iShares Expanded Tech Sector

$21,692

MeasureILDRIGM

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%0.15%

5 years, per year+9.5%+16.8%

3 years, per year+30.1%+34.9%

Worst drop · 1Y−17.5%−15.5%

Volatility · 1Y25.8%25.9%

5–1measures won
IGM first

36.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ILDR, IGM

Today

36.6%most shared, ILDR and IGM

ILDRIGM

ILDR—36.6%

IGM36.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee