ILDR vs IGM

AILDR

BIGM

Measures won2–4IGM wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IGM $20,939

Lowest cost0.35%SMH · $35 on $10k

Most income0.42%CIBR · $42 on $10k

Smallest drop−18.7%ILDR · worst fall in 1Y

Held in common36.1%ILDR and IGM

ILDR

IGM

First Trust Innovation Leaders ETF · $316MiShares Expanded Tech Sector ETF · $10.0B

+27.8%3 years · per year$20,897 · $23,036+32.1%

+9.4%5 years · per year$15,657 · $20,939+15.9%

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

0.00%12-mo yield$0 · $15 on $10k0.15%

−18.7%Worst dropSmaller wins−19.8%

27.0%VolatilityLower wins27.1%

2–4IGM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILDR · IGM

9.4%NVDA8.1%

4.5%GOOGL4.6%

5.3%AMD3.8%

3.4%AVGO6.9%

Held in common36.1%

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 Four

5Y4 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	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$10.0B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.15%	+4.0%	+14.4%	+14.3%	+32.1%	+15.9%	−19.8%	$10.0B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+4.2%	+7.3%	+6.6%	+27.8%	+9.4%	−18.7%	$316M

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

ILDR vs IGM

ILDR

First Trust Innovation Leaders

$15,657

IGM

iShares Expanded Tech Sector

$20,939

MeasureILDRIGM

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%0.15%

5 years, per year+9.4%+15.9%

3 years, per year+27.8%+32.1%

Worst drop · 1Y−18.7%−19.8%

Volatility · 1Y27.0%27.1%

4–2measures won
IGM first

36.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: ILDR, IGM, CIBR, SMH

Today

36.1%most shared, ILDR and IGM

ILDRIGMCIBRSMH

ILDR—36.1%13.8%23.4%

IGM36.1%—20.6%32.0%

CIBR13.8%20.6%—5.7%

SMH23.4%32.0%5.7%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

IGM$15 − $37 = −$22

ILDR$0 − $75 = −$75

KeptFee

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