Compare · 3 funds side by side · dividends reinvested

AINF, DRAM 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 / 03

AINF, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.1

Defiance Inference AI Chip ETFThematic · AI & semis0.65%0.32%[…][…][…][…][…][…]$406K1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B2.5

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: AINF 2026 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Inference AI Chip ETF · $406K[…]

AINF

DRAM

Roundhill Memory ETF · $17.6B[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

AINFMeasureDRAM

[…]Year to dateJan 1 → Nov 4[…]

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $65 a year on $10k · lower is better0.65%

0.32%Trailing 12-mo yield$32 · $0 a year on $10k0.00%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–0AINF wins

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

More Ways to See the Pairs

AINF vs DRAM: Top 5 Holdings

Today

AINF

48.7%in top 5

DRAM

in top 572.7%

AINFStockDRAM

not top 5FGXXX19.2%

not top 5005930.K19.1%

not top 5000660.K16.4%

not top 5912797WN12.5%

11.6%TSMnot top 5

11.4%AVGOnot top 5

10.9%NVDAnot top 5

9.3%AMDnot top 5

5.5%6857.Tnot top 5

not top 5912797VA5.5%

Held in common1.2%

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

AINF vs DRAM Returns, Every Period

DefianceAINF

[…]

past year

DRAMRoundhill

[…]

past year

Returns […]

AINFDRAMFaded: behind in that period

0–0Level

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

AINF vs SMH

YTD

DefianceAINF

[…]

SMHVanEck

+40.0%

[…]Year to date+40.0%

[…]Worst drop · 1Y−24.6%

[…]Volatility · 1Y41.2%

0.3%Yield0.2%

$406KAssets$65.4B

1–0AINF wins

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

Cost, Income and Risk

Fees: AINF, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

AINF0.65%$65

DRAM0.65%$65

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

Yields: AINF, DRAM, SMH

0.32%highest, AINF

FundTrailing yieldYield$10k

AINF0.32%$32

SMH0.22%$22

DRAM0.00%$0

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

AINF$32 − $65 = −$33

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: AINF, DRAM, SMH

Today

35.3%most shared, AINF and SMH

AINFDRAMSMH

AINF—1.2%35.3%

DRAM1.2%—3.3%

SMH35.3%3.3%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

SMHWorst drop−24.6%41.2% vol

AINFWorst drop[…][…]

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

AINFSMH

[…]Year to date+40.0%

0.3%Yield0.2%

[…]Past year+38.2%

0.65%Fee0.35%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

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