Compare · 4 funds side by side · dividends reinvested

AIUP, SMH, SCHD and DRAM

AIUPFINQ×SMHVanEck×SCHDSchwab×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

AIUP, SMH, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIUP 2026 · SMH 2011 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M[…]

AIUP

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

AIUPMeasureSMH

[…]Year to dateJan 1 → Nov 5+24.3%

[…]1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer42.8%

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

0–2SMH wins

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

More Ways to See the Pairs

AIUP vs SMH: Top 5 Holdings

Today

AIUP

54.3%in top 5

SMH

in top 547.4%

AIUPStockSMH

not top 5NVDA20.5%

15.2%DELLnot top 5

15.0%MUnot top 5

14.8%DDOGnot top 5

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

4.7%AMD5.4%

4.7%APHnot top 5

Held in common13.6%

End-of-day Nov 5, 2026 · share of each fund

AIUP vs SMH Returns, Every Period

FINQAIUP

[…]

past year

SMHVanEck

+27.3%

past year

Returns […]

AIUPSMHFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs SCHD

YTD

FINQAIUP

[…]

SCHDSchwab

+32.3%

[…]Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield3.0%

$4.2MAssets$120B

1–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, SMH, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

DRAM0.65%$65

AIUP0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIUP, SMH, SCHD, DRAM

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SMH0.25%$25

AIUP0.00%$0

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIUP, SMH, SCHD, DRAM

Today

13.6%most shared, AIUP and SMH

AIUPSMHSCHDDRAM

AIUP—13.6%0.0%2.5%

SMH13.6%—8.6%3.2%

SCHD0.0%8.6%—0.0%

DRAM2.5%3.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.8% vol

AIUPWorst drop[…][…]

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+32.3%Year to date+24.3%

3.0%Yield0.2%

+38.7%Past year+27.3%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026