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$36,298SMH · 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%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.1

Defiance Inference AI Chip ETFThematic · AI & semis0.65%0.32%[…][…][…][…][…][…]$364K1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B2.5

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

End-of-day Nov 9, 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 · $364K[…]

AINF

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

AINFMeasureSMH

[…]Year to dateJan 1 → Nov 9+35.3%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

0.32%Trailing 12-mo yield$32 · $23 a year on $10k0.23%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer43.1%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AINF vs SMH: Top 5 Holdings

Today

AINF

48.8%in top 5

SMH

in top 547.7%

AINFStockSMH

11.0%NVDA20.7%

12.0%TSM10.0%

11.2%AVGO5.7%

9.6%AMD5.4%

not top 5TXN5.9%

4.9%LSCCnot top 5

Held in common35.9%

End-of-day Nov 9, 2026 · share of each fund

AINF vs SMH Returns, Every Period

DefianceAINF

[…]

past year

SMHVanEck

+39.3%

past year

Returns […]

AINFSMHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AINF vs SMH

YTD

DefianceAINF

[…]

SMHVanEck

+35.3%

[…]Year to date+35.3%

[…]Worst drop · 1Y−33.1%

[…]Volatility · 1Y43.1%

0.3%Yield0.2%

$364KAssets$60.7B

1–0AINF wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: AINF, DRAM, SMH

0.32%highest, AINF

FundTrailing yieldYield$10k

AINF0.32%$32

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

AINF$32 − $65 = −$33

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: AINF, DRAM, SMH

Today

35.9%most shared, AINF and SMH

AINFDRAMSMH

AINF—1.2%35.9%

DRAM1.2%—3.1%

SMH35.9%3.1%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

SMHWorst drop−33.1%43.1% vol

AINFWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AINFSMH

[…]Year to date+35.3%

0.3%Yield0.2%

[…]Past year+39.3%

0.65%Fee0.35%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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