Compare · 3 funds side by side · dividends reinvested

AIS, SMH and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

AIS, SMH and SCHD, 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%$60.7B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

VistaShares Artificial Intelligence Supercycle ETFThematic · AI & semis0.75%0.00%+43.3%+40.7%[…][…]−45.7%55.4%$830M2.3

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: AIS 2024 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VistaShares Artificial Intelligence Supercycle ETF · $830M[…]

AIS

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

AISMeasureSMH

+43.3%Year to dateJan 1 → Nov 9+35.3%

+40.7%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%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

−45.7%Worst dropSmaller is better−33.1%

55.4%VolatilityLower is calmer43.1%

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

2–4SMH wins

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

More Ways to See the Pairs

AIS vs SMH: Top 5 Holdings

Today

AIS

28.9%in top 5

SMH

in top 547.7%

AISStockSMH

not top 5NVDA20.7%

4.5%TSM10.0%

7.3%000660.Knot top 5

7.0%MUnot top 5

6.3%AMD5.4%

not top 5TXN5.9%

not top 5AVGO5.7%

3.7%SMTCnot top 5

Held in common26.8%

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

AIS vs SMH Returns, Every Period

VistaSharesAIS

+40.7%

past year

SMHVanEck

+39.3%

past year

AISSMHFaded: behind in that period

2–0AIS wins

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

Thematic vs Income: AIS vs SCHD

YTD

VistaSharesAIS

+43.3%

SCHDSchwab

+33.2%

+43.3%Year to date+33.2%

−45.7%Worst drop · 1Y−6.9%

55.4%Volatility · 1Y11.8%

0.0%Yield3.0%

$830MAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIS, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

AIS0.75%$75

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

Yields: AIS, SMH, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SMH0.23%$23

AIS0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

AIS$0 − $75 = −$75

KeptFee

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

Overlap: AIS, SMH, SCHD

Today

26.8%most shared, AIS and SMH

AISSMHSCHD

AIS—26.8%0.0%

SMH26.8%—8.2%

SCHD0.0%8.2%—

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

Return vs Bumpiness: 3 ETFs

+40.7%AIS, at 55.4% volatility

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.1% vol

AISWorst drop−45.7%55.4% vol

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

Paid More vs Made More

YTD

SCHDAIS

+33.2%Year to date+43.3%

3.0%Yield0.0%

+39.1%Past year+40.7%

0.06%Fee0.75%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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