Compare · 3 funds side by side · dividends reinvested

ACES, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

ACES, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

ALPS Clean Energy ETFThematic · Clean energy & EV0.55%0.67%−13.4%−20.0%−0.6%−17.1%−40.5%33.7%$94M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ACES 2018 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Clean Energy ETF · $94M$3,909

ACES

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ACESMeasureSCHD

−13.4%Year to dateJan 1 → Nov 4+35.3%

−20.0%1 yearTotal return+41.6%

−0.6%3 years · per year$10,000 became $9,811 · $17,908+21.4%

−17.1%5 years · per year$10,000 became $3,909 · $16,881+11.0%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.67%Trailing 12-mo yield$67 · $291 a year on $10k2.91%

−40.5%Worst dropSmaller is better−6.9%

33.7%VolatilityLower is calmer11.5%

ACESSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACES vs SCHD: Top 5 Holdings

Today

ACES

29.6%in top 5

SCHD

in top 521.6%

ACESStockSCHD

6.3%NXTnot top 5

6.0%CWENnot top 5

5.8%NPI.TOnot top 5

5.8%TSLAnot top 5

5.6%ITRInot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

ACES vs SCHD Returns, Every Period

ALPSACES

−17.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ACESSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ACES vs SCHD

YTD

ALPSACES

−13.4%

SCHDSchwab

+35.3%

−13.4%Year to date+35.3%

−40.5%Worst drop · 1Y−6.9%

33.7%Volatility · 1Y11.5%

0.7%Yield2.9%

$93.7MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACES, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

ACES0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACES, SCHD, SMH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ACES0.67%$67

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ACES$67 − $55 = $12

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACES, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

ACESSCHDSMH

ACES—0.1%0.0%

SCHD0.1%—8.6%

SMH0.0%8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

ACESWorst drop−40.5%33.7% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026