Compare · 3 funds side by side · dividends reinvested

AIVC, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

AIVC, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.1

Amplify Bloomberg AI Value Chain ETFThematic · AI & semis0.59%0.13%+32.4%+27.6%+39.4%+10.8%−28.6%39.0%$117M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: AIVC 2016 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Bloomberg AI Value Chain ETF · $117M$16,684

AIVC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

AIVCMeasureSCHD

+32.4%Year to dateJan 1 → Nov 6+31.4%

+27.6%1 yearTotal return+37.0%

+39.4%3 years · per year$10,000 became $27,077 · $17,266+20.0%

+10.8%5 years · per year$10,000 became $16,684 · $16,267+10.2%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

0.13%Trailing 12-mo yield$13 · $300 a year on $10k3.00%

−28.6%Worst dropSmaller is better−6.9%

39.0%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVC vs SCHD: Top 5 Holdings

Today

AIVC

15.6%in top 5

SCHD

in top 521.4%

AIVCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.3%IBMnot top 5

3.1%9988.HKnot top 5

3.1%MSFTnot top 5

3.1%AMZNnot top 5

3.1%AAPLnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

AIVC vs SCHD Returns, Every Period

AmplifyAIVC

+10.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

AIVCSCHDFaded: behind in that period

3–1AIVC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIVC vs SCHD

YTD

AmplifyAIVC

+32.4%

SCHDSchwab

+31.4%

+32.4%Year to date+31.4%

−28.6%Worst drop · 1Y−6.9%

39.0%Volatility · 1Y11.7%

0.1%Yield3.0%

$117MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVC, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

AIVC0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIVC, SCHD, SMH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SMH0.24%$24

AIVC0.13%$13

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

AIVC$13 − $59 = −$46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AIVC, SCHD, SMH

Today

18.7%most shared, AIVC and SMH

AIVCSCHDSMH

AIVC—2.5%18.7%

SCHD2.5%—7.9%

SMH18.7%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AIVCWorst drop−28.6%39.0% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAIVC

+31.4%Year to date+32.4%

3.0%Yield0.1%

+37.0%Past year+27.6%

0.06%Fee0.59%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026