Compare · 3 funds side by side · dividends reinvested

AIVI, SCHD and SMH

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeAIVI · 4.94% · $494 a year on $10k

Story of the three · RiskSmallest drop

AIVI, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.9

WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%4.94%+16.1%+23.1%+20.9%+12.2%−10.9%14.4%$57M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: AIVI 2006 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International AI Enhanced Value Fund · $57M$17,814

AIVI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AIVI

More Ways to See the Pairs

AIVI vs SCHD: Top 5 Holdings

Today

AIVI

10.5%in top 5

SCHD

in top 521.4%

AIVIStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: AIVI, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

AIVI0.58%$58

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

Yields: AIVI, SCHD, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+16.1%Year to dateJan 1 → Nov 10+33.8%

+23.1%1 yearTotal return+38.8%

+20.9%3 years · per year$10,000 became $17,684 · $17,062+19.5%

+12.2%5 years · per year$10,000 became $17,814 · $16,428+10.4%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

4.94%Trailing 12-mo yield$494 · $294 a year on $10k2.94%

−10.9%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%TTE.PAnot top 5

2.1%NAB.AXnot top 5

2.1%BATS.Lnot top 5

1.8%SHEL.Lnot top 5

1.7%O39.SInot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

AIVI vs SCHD Returns, Every Period

5Y

WisdomTreeAIVI

+12.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

AIVISCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIVI vs SCHD

YTD

WisdomTreeAIVI

+16.1%

SCHDSchwab

+33.8%

+16.1%Year to date+33.8%

−10.9%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.8%

4.9%Yield2.9%

$57.4MAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.94%highest, AIVI

FundTrailing yieldYield$10k

AIVI4.94%$494

SCHD2.94%$294

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$436most kept, AIVI

AIVI$494 − $58 = $436

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AIVI, SCHD, SMH

Today

8.2%most shared, SCHD and SMH

AIVISCHDSMH

AIVI—0.0%0.0%

SCHD0.0%—8.2%

SMH0.0%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

AIVIWorst drop−10.9%14.4% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

AIVISMH

+16.1%Year to date+34.3%

4.9%Yield0.2%

+23.1%Past year+39.4%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

AIVI, SCHD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three