Compare · 4 funds side by side · dividends reinvested

CHAT, SMH, IVV and CIBR

CHATRoundhill×SMHVanEck×IVViShares×CIBRFirst Trust×

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, SMH, IVV and CIBR, 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%$60.7B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.4

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%$875B2.5

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.36%+21.0%+16.5%+39.6%[…]−37.3%44.3%$1.4B3.0

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 · SMH 2011 · IVV 2000 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

CHAT

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,956

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

CHATMeasureCIBR

+21.0%Year to dateJan 1 → Nov 9+32.8%

+16.5%1 yearTotal return+27.5%

+39.6%3 years · per year$10,000 became $27,201 · $21,296+28.7%

[…]5 years · per year$10,000 became […] · $17,956+12.4%

0.75%Expense ratio$75 · $58 a year on $10k · lower is better0.58%

2.36%Trailing 12-mo yield$236 · $42 a year on $10k0.42%

−37.3%Worst dropSmaller is better−20.6%

44.3%VolatilityLower is calmer31.3%

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

2–5CIBR 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 CIBR: Top 5 Holdings

Today

CHAT

31.5%in top 5

CIBR

in top 536.0%

CHATStockCIBR

not top 5CRWD8.3%

8.0%NVDAnot top 5

not top 5CSCO7.5%

not top 5PANW7.2%

not top 5AVGO7.0%

6.7%GOOGLnot top 5

6.3%MSFTnot top 5

not top 5FTNT6.1%

5.7%AMZNnot top 5

4.8%METAnot top 5

Held in common18.9%

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

CHAT vs CIBR Returns, Every Period

RoundhillCHAT

+16.5%

past year

CIBRFirst Trust

+27.5%

past year

CHATCIBRFaded: behind in that period

1–2CIBR 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$875B

2–2level

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

Cost, Income and Risk

Fees: CHAT, SMH, IVV, CIBR

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SMH0.35%$35

CIBR0.58%$58

CHAT0.75%$75

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

Yields: CHAT, SMH, IVV, CIBR

2.36%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.36%$236

IVV1.11%$111

CIBR0.42%$42

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

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: CHAT, SMH, IVV, CIBR

Today

28.7%most shared, CHAT and IVV

CHATSMHIVVCIBR

CHAT—26.1%28.7%18.9%

SMH26.1%—15.0%5.7%

IVV28.7%15.0%—9.0%

CIBR18.9%5.7%9.0%—

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

IVVWorst drop−8.9%13.8% vol

CIBRWorst drop−20.6%31.3% 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

$37.5BAssets$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$875B

0–0level

End-of-day Nov 9, 2026