Compare · 4 funds side by side · dividends reinvested

CIBR, SURI, SMH and SOXX

CIBRFirst Trust×SURISimplify×SMHVanEck×SOXXiShares×

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

02 / 04

CIBR, SURI, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.7

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.8

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: CIBR 2015 · SURI 2023 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CIBR

SURI

Simplify Propel Opportunities ETF · $78M[…]

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

CIBRMeasureSURI

+32.8%Year to dateJan 1 → Nov 9+13.2%

+27.5%1 yearTotal return+23.6%

+28.7%3 years · per year$10,000 became $21,296 · $14,374+12.9%

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

0.58%Expense ratio$58 · $284 a year on $10k · lower is better2.84%

0.42%Trailing 12-mo yield$42 · $1,623 a year on $10k16.23%

−20.6%Worst dropSmaller is better−19.2%

31.3%VolatilityLower is calmer21.4%

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

4–3CIBR wins

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

More Ways to See the Pairs

CIBR vs SURI: Top 5 Holdings

Today

CIBR

36.0%in top 5

SURI

in top 560.4%

CIBRStockSURI

not top 5PAGP42.0%

8.3%CRWDnot top 5

not top 5ACHV8.0%

7.5%CSCOnot top 5

7.2%PANWnot top 5

7.0%AVGOnot top 5

6.1%FTNTnot top 5

not top 5DCTH4.3%

not top 5MIST3.3%

not top 5COLL2.9%

Held in common0.0%

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

CIBR vs SURI Returns, Every Period

First TrustCIBR

+27.5%

past year

SURISimplify

+23.6%

past year

CIBRSURIFaded: behind in that period

3–0CIBR wins

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

Thematic vs Unsorted: CIBR vs SURI

YTD

First TrustCIBR

+32.8%

SURISimplify

+13.2%

+32.8%Year to date+13.2%

−20.6%Worst drop · 1Y−19.2%

31.3%Volatility · 1Y21.4%

0.4%Yield16.2%

$15.8BAssets$78.2M

3–1SURI wins

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

Cost, Income and Risk

Fees: CIBR, SURI, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CIBR0.58%$58

SURI2.84%$284

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

Yields: CIBR, SURI, SMH, SOXX

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

SOXX0.71%$71

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: CIBR, SURI, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

CIBRSURISMHSOXX

CIBR—0.0%5.7%7.0%

SURI0.0%—0.0%0.0%

SMH5.7%0.0%—69.6%

SOXX7.0%0.0%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

SURIWorst drop−19.2%21.4% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

SURISOXX

+13.2%Year to date+46.5%

16.2%Yield0.7%

+23.6%Past year+48.5%

2.84%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

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