Compare · 3 funds side by side · dividends reinvested

BOUT, SOXX and SMH

BOUTCapital Force×SOXXiShares×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

BOUT, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.9

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.32%+7.7%+6.3%+11.2%+2.1%−20.1%22.3%$14M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: BOUT 2018 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$11,089

BOUT

SOXX

iShares Semiconductor ETF · $42.6B$26,093

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

BOUTMeasureSOXX

+7.7%Year to dateJan 1 → Nov 5+31.6%

+6.3%1 yearTotal return+34.0%

+11.2%3 years · per year$10,000 became $13,768 · $27,297+39.8%

+2.1%5 years · per year$10,000 became $11,089 · $26,093+21.1%

0.80%Expense ratio$80 · $33 a year on $10k · lower is better0.33%

0.32%Trailing 12-mo yield$32 · $95 a year on $10k0.95%

−20.1%Worst dropSmaller is better−39.5%

22.3%VolatilityLower is calmer49.4%

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

2–6SOXX wins

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

More Ways to See the Pairs

BOUT vs SOXX: Top 5 Holdings

Today

BOUT

35.7%in top 5

SOXX

in top 538.8%

BOUTStockSOXX

not top 5AMD9.4%

not top 5NVDA8.2%

not top 5AVGO7.9%

7.5%CROXnot top 5

not top 5MU7.5%

7.3%EGBNnot top 5

7.2%HASnot top 5

6.9%COKEnot top 5

6.8%RNGnot top 5

not top 5INTC5.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BOUT vs SOXX Returns, Every Period

Capital ForceBOUT

+2.1%

5 years, per year

SOXXiShares

+21.1%

5 years, per year

BOUTSOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Thematic: BOUT vs SOXX

YTD

Capital ForceBOUT

+7.7%

SOXXiShares

+31.6%

+7.7%Year to date+31.6%

−20.1%Worst drop · 1Y−39.5%

22.3%Volatility · 1Y49.4%

0.3%Yield0.9%

$14.0MAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOUT, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

BOUT0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BOUT, SOXX, SMH

0.95%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.95%$95

BOUT0.32%$32

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

BOUT$32 − $80 = −$48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BOUT, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

BOUTSOXXSMH

BOUT—0.0%0.0%

SOXX0.0%—69.8%

SMH0.0%69.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

BOUTWorst drop−20.1%22.3% vol

SMHWorst drop−33.1%42.8% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSMH

+31.6%Year to date+24.3%

0.9%Yield0.2%

+34.0%Past year+27.3%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026