TMAT vs IGM

ATMAT

BIGM

Measures won0–6IGM 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−19.8%IGM · worst fall in 1Y

Held in common12.4%TMAT and IGM

TMAT

IGM

Main Thematic Innovation ETF · $218MiShares Expanded Tech Sector ETF · $9.6B

+25.2%3 years · per year$19,632 · $23,036+32.1%

+1.8%5 years · per year$10,938 · $20,939+15.9%

0.79%Expense ratio$79 · $37 on $10k · lower wins0.37%

0.02%12-mo yield$2 · $15 on $10k0.15%

−23.4%Worst dropSmaller wins−19.8%

30.9%VolatilityLower wins27.1%

0–6IGM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTMAT · IGM

4.0%MU3.4%

2.2%AMD3.8%

4.7%PANW1.3%

1.0%ADI0.9%

Held in common12.4%

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%	$9.6B
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	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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%	$9.6B
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	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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

TMAT vs IGM

TMAT

Main Thematic Innovation

$10,938

IGM

iShares Expanded Tech Sector

$20,939

MeasureTMATIGM

Fee0.79%0.37%

Cost on $10k a year$79$37

Yield0.02%0.15%

5 years, per year+1.8%+15.9%

3 years, per year+25.2%+32.1%

Worst drop · 1Y−23.4%−19.8%

Volatility · 1Y30.9%27.1%

6–0measures won
IGM first

12.4%

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

$39.1BAssets$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%

$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

Overlap: TMAT, IGM, SMH, CIBR

Today

32.0%most shared, IGM and SMH

TMATIGMSMHCIBR

TMAT—12.4%10.1%17.1%

IGM12.4%—32.0%20.6%

SMH10.1%32.0%—5.7%

CIBR17.1%20.6%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

TMAT$2 − $79 = −$77

KeptFee

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