Compare · 4 funds side by side · dividends reinvested

CHAT, SPY, SMH and SPYM

CHATRoundhill×SPYSPDR×SMHVanEck×SPYMSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeCHAT · 2.28% · $228 a year on $10k

Story of the four · RiskSmallest drop

CHAT, SPY, SMH and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B2.1

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.28%+25.2%+18.0%+39.7%[…]−37.3%44.5%$1.5B2.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: CHAT 2023 · SPY 1993 · SMH 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CHAT

More Ways to See the Pairs

CHAT vs SPY: Top 5 Holdings

Today

CHAT

29.9%in top 5

SPY

in top 526.9%

CHATStockSPY

not top 5AAPL7.8%

6.9%NVDA6.3%

6.5%GOOGL2.6%

6.0%MSFT6.1%

5.7%AMZN

Cost, Income and Risk

Fees: CHAT, SPY, SMH, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SMH0.35%$35

CHAT0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

CHATMeasureSPY

+25.2%Year to dateJan 1 → Nov 11+12.3%

+18.0%1 yearTotal return+12.7%

+39.7%3 years · per year$10,000 became $27,276 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

2.28%Trailing 12-mo yield$228 · $100 a year on $10k1.00%

−37.3%Worst dropSmaller is better−8.9%

44.5%VolatilityLower is calmer13.7%

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

4–3CHAT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

4.8%METAnot top 5

Held in common28.3%

End-of-day Nov 11, 2026 · share of each fund

CHAT vs SPY Returns, Every Period

1Y

RoundhillCHAT

+18.0%

past year

SPYSPDR

+12.7%

past year

CHATSPYFaded: behind in that period

3–0CHAT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Core: CHAT vs SPYM

YTD

RoundhillCHAT

+25.2%

SPYMSPDR

+12.4%

+25.2%Year to date+12.4%

−37.3%Worst drop · 1Y−8.9%

44.5%Volatility · 1Y13.7%

2.3%Yield1.0%

$1.5BAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CHAT, SPY, SMH, SPYM

1Y

2.28%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.28%$228

SPYM1.02%$102

SPY1.00%$100

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$153most kept, CHAT

CHAT$228 − $75 = $153

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CHAT, SPY, SMH, SPYM

Today

99.9%most shared, SPY and SPYM

CHATSPYSMHSPYM

CHAT—28.3%25.7%28.3%

SPY28.3%—14.8%99.9%

SMH25.7%14.8%—14.8%

SPYM28.3%99.9%14.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+41.7%SMH, at 43.2% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

SMHWorst drop−33.1%43.2% vol

CHATWorst drop−37.3%44.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

CHATSMH

+25.2%Year to date+40.8%

2.3%Yield0.2%

+18.0%Past year+41.7%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CHAT, SPY, SMH and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four