Compare · 3 funds side by side · dividends reinvested

CHAT, SMH and SOXX

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

02 / 04

CHAT, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$42.6B1.9

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.31%+23.5%+11.3%+42.9%[…]−30.3%42.8%$1.5B2.4

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: CHAT 2023 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.5B[…]

CHAT

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

CHATMeasureSMH

+23.5%Year to dateJan 1 → Nov 5+40.0%

+11.3%1 yearTotal return+38.2%

+42.9%3 years · per year$10,000 became $29,167 · $37,049+54.7%

[…]5 years · per year$10,000 became […] · $38,820+31.2%

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

2.31%Trailing 12-mo yield$231 · $22 a year on $10k0.22%

−30.3%Worst dropSmaller is better−24.6%

42.8%VolatilityLower is calmer41.2%

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

1–6SMH wins

End-of-day Nov 5, 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

30.4%in top 5

SMH

in top 547.4%

CHATStockSMH

8.0%NVDA20.5%

not top 5TSM9.7%

6.3%GOOGLnot top 5

not top 5TXN6.1%

6.1%MSFTnot top 5

not top 5AVGO5.8%

5.4%AMZNnot top 5

not top 5AMD5.4%

4.6%METAnot top 5

Held in common26.4%

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

CHAT vs SMH Returns, Every Period

RoundhillCHAT

+11.3%

past year

SMHVanEck

+38.2%

past year

CHATSMHFaded: behind in that period

0–3SMH wins

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

CHAT vs SOXX

YTD

RoundhillCHAT

+23.5%

SOXXiShares

+49.8%

+23.5%Year to date+49.8%

−30.3%Worst drop · 1Y−31.2%

42.8%Volatility · 1Y47.8%

2.3%Yield0.3%

$1.5BAssets$42.6B

3–1CHAT wins

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

Cost, Income and Risk

Fees: CHAT, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CHAT0.75%$75

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

Yields: CHAT, SMH, SOXX

2.31%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.31%$231

SOXX0.28%$28

SMH0.22%$22

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

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

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

Overlap: CHAT, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

CHATSMHSOXX

CHAT—26.4%25.9%

SMH26.4%—69.8%

SOXX25.9%69.8%—

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

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

SMHWorst drop−24.6%41.2% vol

CHATWorst drop−30.3%42.8% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

CHATSOXX

+23.5%Year to date+49.8%

2.3%Yield0.3%

+11.3%Past year+46.5%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026