Compare · 3 funds side by side · dividends reinvested

BAI, SCHD and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,828SMH · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

BAI, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B1.8

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.63%+9.5%+5.1%[…][…]−40.0%48.3%$11.7B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: BAI 2024 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares A.I. Innovation and Tech Active ETF · $11.7B[…]

BAI

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

BAIMeasure

More Ways to See the Pairs

BAI vs SCHD: Top 5 Holdings

Today

BAI

27.2%in top 5

SCHD

in top 521.8%

BAIStockSCHD

6.5%AMDnot top 5

5.8%MUnot top 5

5.4%TSMnot top 5

5.2%AVGOnot top 5

not top 5TXN4.8%

Cost, Income and Risk

Fees: BAI, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

BAI0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: BAI, SCHD, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SCHD

+9.5%Year to dateJan 1 → Nov 13+34.9%

+5.1%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.63%Trailing 12-mo yield$163 · $292 a year on $10k2.92%

−40.0%Worst dropSmaller is better−6.9%

48.3%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

4.3%NVDAnot top 5

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

BAI vs SCHD Returns, Every Period

1Y

iSharesBAI

+5.1%

past year

SCHDSchwab

+37.5%

past year

BAISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BAI vs SCHD

YTD

iSharesBAI

+9.5%

SCHDSchwab

+34.9%

+9.5%Year to date+34.9%

−40.0%Worst drop · 1Y−6.9%

48.3%Volatility · 1Y11.7%

1.6%Yield2.9%

$11.7BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

BAI1.63%$163

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

BAI$163 − $65 = $98

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: BAI, SCHD, SMH

Today

32.5%most shared, BAI and SMH

BAISCHDSMH

BAI—0.0%32.5%

SCHD0.0%—8.8%

SMH32.5%8.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%43.3% vol

BAIWorst drop−40.0%48.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+34.9%Year to date+35.2%

2.9%Yield0.2%

+37.5%Past year+37.3%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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BAI, SCHD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three