Compare · 4 funds side by side · dividends reinvested

CHAT, IVV, SMH and SPY

CHATRoundhill×IVViShares×SMHVanEck×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

CHAT, IVV, SMH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.3

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.36%+21.0%+16.5%+39.6%[…]−37.3%44.3%$1.4B2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: CHAT 2023 · IVV 2000 · SMH 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

CHATMeasureSMH

+21.0%Year to dateJan 1 → Nov 9+35.3%

+16.5%1 yearTotal return+39.3%

+39.6%3 years · per year$10,000 became $27,201 · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

2.36%Trailing 12-mo yield$236 · $23 a year on $10k0.23%

−37.3%Worst dropSmaller is better−33.1%

44.3%VolatilityLower is calmer43.1%

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

1–6SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHAT vs SMH: Top 5 Holdings

Today

CHAT

31.5%in top 5

SMH

in top 547.7%

CHATStockSMH

8.0%NVDA20.7%

not top 5TSM10.0%

6.7%GOOGLnot top 5

6.3%MSFTnot top 5

not top 5TXN5.9%

5.7%AMZNnot top 5

not top 5AVGO5.7%

not top 5AMD5.4%

4.8%METAnot top 5

Held in common26.1%

End-of-day Nov 9, 2026 · share of each fund

CHAT vs SMH Returns, Every Period

RoundhillCHAT

+16.5%

past year

SMHVanEck

+39.3%

past year

CHATSMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: CHAT vs IVV

YTD

RoundhillCHAT

+21.0%

IVViShares

+11.3%

+21.0%Year to date+11.3%

−37.3%Worst drop · 1Y−8.9%

44.3%Volatility · 1Y13.8%

2.4%Yield1.1%

$1.4BAssets$853B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, IVV, SMH, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

SMH0.35%$35

CHAT0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CHAT, IVV, SMH, SPY

2.36%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.36%$236

IVV1.11%$111

SPY1.01%$101

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$161most kept, CHAT

CHAT$236 − $75 = $161

IVV$111 − $3 = $108

SPY$101 − $9 = $92

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CHAT, IVV, SMH, SPY

Today

99.9%most shared, IVV and SPY

CHATIVVSMHSPY

CHAT—28.7%26.1%28.7%

IVV28.7%—15.0%99.9%

SMH26.1%15.0%—15.0%

SPY28.7%99.9%15.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

SMHWorst drop−33.1%43.1% vol

CHATWorst drop−37.3%44.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CHATSMH

+21.0%Year to date+35.3%

2.4%Yield0.2%

+16.5%Past year+39.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026