Compare · 2 funds side by side · dividends reinvested

AIVI and SMH

AIVIWisdomTree×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two

02 / 04

AIVI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.4

WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%4.85%+18.1%+26.2%+23.3%+12.6%−10.9%14.1%$58M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIVI 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International AI Enhanced Value Fund · $58M$18,114

AIVI

SMH

VanEck Semiconductor ETF · $65.8B$38,820

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

AIVIMeasureSMH

+18.1%Year to dateJan 1 → Nov 4+40.0%

+26.2%1 yearTotal return+38.2%

+23.3%3 years · per year$10,000 became $18,744 · $37,049+54.7%

+12.6%5 years · per year$10,000 became $18,114 · $38,820+31.2%

0.58%Expense ratio$58 · $35 a year on $10k · lower is better0.35%

4.85%Trailing 12-mo yield$485 · $22 a year on $10k0.22%

−10.9%Worst dropSmaller is better−24.6%

14.1%VolatilityLower is calmer41.2%

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

3–5SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVI vs SMH: Top 5 Holdings

Today

AIVI

11.0%in top 5

SMH

in top 547.1%

AIVIStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

2.9%TTE.PAnot top 5

2.2%NAB.AXnot top 5

2.1%BATS.Lnot top 5

2.0%SHEL.Lnot top 5

1.8%O39.SInot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AIVI vs SMH Returns, Every Period

WisdomTreeAIVI

+12.6%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

AIVISMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIVI vs SMH

YTD

WisdomTreeAIVI

+18.1%

SMHVanEck

+40.0%

+18.1%Year to date+40.0%

−10.9%Worst drop · 1Y−24.6%

14.1%Volatility · 1Y41.2%

4.9%Yield0.2%

$58.0MAssets$65.8B

3–1AIVI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

AIVI0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIVI, SMH

4.85%highest, AIVI

FundTrailing yieldYield$10k

AIVI4.85%$485

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, AIVI

AIVI$485 − $58 = $427

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIVI, SMH

Today

0.0%most shared, AIVI and SMH

AIVISMH

AIVI—0.0%

SMH0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

AIVIWorst drop−10.9%14.1% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AIVISMH

+18.1%Year to date+40.0%

4.9%Yield0.2%

+26.2%Past year+38.2%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026