SMIG vs IGV

ASMIG

BIGV

Measures won5–1SMIG wins · of 6 · 5Y

$10,000 · 5Y$14,103SMIG · IGV $11,584

Lowest cost0.38%IGV · $38 on $10k

Most income1.66%SMIG · $166 on $10k

Smallest drop−8.5%SMIG · worst fall in 1Y

Held in common0.0%SMIG and IGV

SMIG

IGV

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5BiShares Expanded Tech-Software Sector ETF · $12.4B

+15.0%3 years · per year$15,192 · $14,660+13.6%

+7.1%5 years · per year$14,103 · $11,584+3.0%

0.60%Expense ratio$60 · $38 on $10k · lower wins0.38%

1.66%12-mo yield$166 · $2 on $10k0.02%

−8.5%Worst dropSmaller wins−33.2%

11.9%VolatilityLower wins32.9%

5–1SMIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMIG · IGV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.66%	+2.3%	+14.4%	+17.2%	+15.0%	+7.1%	−8.5%	$1.5B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

Both

5Y2 funds

#			Trend
1	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk		0.60%	1.66%	+2.3%	+14.4%	+17.2%	+15.0%	+7.1%	−8.5%	$1.5B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B

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

SMIG vs IGV

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$14,103

IGV

iShares Expanded Tech-Software Sector

$11,584

MeasureSMIGIGV

Fee0.60%0.38%

Cost on $10k a year$60$38

Yield1.66%0.02%

5 years, per year+7.1%+3.0%

3 years, per year+15.0%+13.6%

Worst drop · 1Y−8.5%−33.2%

Volatility · 1Y11.9%32.9%

5–1measures won
SMIG first

0.0%

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%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMIG, IGV

Today

0.0%most shared, SMIG and IGV

SMIGIGV

SMIG—0.0%

IGV0.0%—

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

Income After Fees on $10,000

$106most kept, SMIG

SMIG$166 − $60 = $106

IGV$2 − $38 = −$36

KeptFee

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