ILDR vs IGM

AILDR

BIGM

Measures won2–4IGM wins · of 6 · 5Y

$10,000 · 5Y$20,128IGM · ILDR $15,165

Lowest cost0.37%IGM · $37 on $10k

Most income0.16%IGM · $16 on $10k

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

Held in common35.8%ILDR and IGM

ILDR

IGM

First Trust Innovation Leaders ETF · $316MiShares Expanded Tech Sector ETF · $9.6B

+26.9%3 years · per year$20,427 · $22,531+31.1%

+8.7%5 years · per year$15,165 · $20,128+15.0%

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

0.00%12-mo yield$0 · $16 on $10k0.16%

−18.7%Worst dropSmaller wins−19.8%

26.8%VolatilityLower wins26.9%

2–4IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILDR · IGM

9.5%NVDA8.0%

4.6%GOOGL4.7%

4.9%AMD3.5%

3.5%MSFT10.7%

Held in common35.8%

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

All Three

5Y3 funds

#
1	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
2	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
2	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

ILDR vs IGM

ILDR

First Trust Innovation Leaders

$15,165

IGM

iShares Expanded Tech Sector

$20,128

MeasureILDRIGM

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%0.16%

5 years, per year+8.7%+15.0%

3 years, per year+26.9%+31.1%

Worst drop · 1Y−18.7%−19.8%

Volatility · 1Y26.8%26.9%

4–2measures won
IGM first

35.8%

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: ILDR, IGM, DRAM

Today

35.8%most shared, ILDR and IGM

ILDRIGMDRAM

ILDR—35.8%2.1%

IGM35.8%—4.0%

DRAM2.1%4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$21most kept, IGM

IGM$16 − $37 = −$21

DRAM$0 − $65 = −$65

ILDR$0 − $75 = −$75

KeptFee

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