ILDR vs IGM

AILDR

BIGM

Measures won2–4IGM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGM $19,889

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−18.7%ILDR · 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

+26.4%3 years · per year$20,201 · $22,573+31.2%

+8.0%5 years · per year$14,710 · $19,889+14.7%

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%

26.7%VolatilityLower wins26.9%

2–4IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILDR · IGM

9.6%NVDA8.2%

4.4%GOOGL4.4%

5.5%AMD3.9%

3.6%AVGO7.2%

Held in common36.6%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

End-of-day Nov 5, 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

$14,710

IGM

iShares Expanded Tech Sector

$19,889

MeasureILDRIGM

Fee0.75%0.37%

Cost on $10k a year$75$37

Yield0.00%0.16%

5 years, per year+8.0%+14.7%

3 years, per year+26.4%+31.2%

Worst drop · 1Y−18.7%−19.8%

Volatility · 1Y26.7%26.9%

4–2measures won
IGM first

36.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ILDR, IGM, SMH

Today

36.6%most shared, ILDR and IGM

ILDRIGMSMH

ILDR—36.6%24.1%

IGM36.6%—32.9%

SMH24.1%32.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

ILDR$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee