Compare · 4 funds side by side · dividends reinvested

BAI, SMH, CIBR and SOXX

BAIiShares×SMHVanEck×CIBRFirst Trust×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$39,579SMH · best of the four

02 / 04

BAI, SMH, CIBR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.4%+26.4%+31.0%+13.3%−21.1%30.5%$16.8B2.4

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.55%+15.0%+4.1%[…][…]−30.9%45.8%$11.9B3.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: BAI 2024 · SMH 2011 · CIBR 2015 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares A.I. Innovation and Tech Active ETF · $11.9B[…]

BAI

SMH

VanEck Semiconductor ETF · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

BAIMeasureSMH

+15.0%Year to dateJan 1 → Nov 3+44.0%

+4.1%1 yearTotal return+43.3%

[…]3 years · per year$10,000 became […] · $38,001+56.1%

[…]5 years · per year$10,000 became […] · $39,579+31.7%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.55%Trailing 12-mo yield$155 · $21 a year on $10k0.21%

−30.9%Worst dropSmaller is better−24.6%

45.8%VolatilityLower is calmer41.1%

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

1–5SMH wins

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

More Ways to See the Pairs

BAI vs SMH: Top 5 Holdings

Today

BAI

26.6%in top 5

SMH

in top 546.9%

BAIStockSMH

5.7%NVDA20.5%

5.0%TSM9.7%

6.2%MUnot top 5

not top 5TXN5.9%

4.4%AVGO5.7%

5.4%AMD5.1%

Held in common31.8%

End-of-day Nov 3, 2026 · share of each fund

BAI vs SMH Returns, Every Period

iSharesBAI

+4.1%

past year

SMHVanEck

+43.3%

past year

BAISMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BAI vs CIBR

YTD

iSharesBAI

+15.0%

CIBRFirst Trust

+36.4%

+15.0%Year to date+36.4%

−30.9%Worst drop · 1Y−21.1%

45.8%Volatility · 1Y30.5%

1.5%Yield0.4%

$11.9BAssets$16.8B

3–1CIBR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BAI, SMH, CIBR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CIBR0.58%$58

BAI0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BAI, SMH, CIBR, SOXX

1.55%highest, BAI

FundTrailing yieldYield$10k

BAI1.55%$155

CIBR0.40%$40

SOXX0.27%$27

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BAI, SMH, CIBR, SOXX

Today

69.0%most shared, SMH and SOXX

BAISMHCIBRSOXX

BAI—31.8%15.9%36.0%

SMH31.8%—5.7%69.0%

CIBR15.9%5.7%—7.0%

SOXX36.0%69.0%7.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+52.2%SOXX, at 47.7% volatility

CIBRWorst drop−21.1%30.5% vol

SMHWorst drop−24.6%41.1% vol

BAIWorst drop−30.9%45.8% vol

SOXXWorst drop−30.7%47.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BAISOXX

+15.0%Year to date+54.7%

1.5%Yield0.3%

+4.1%Past year+52.2%

0.65%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026