Compare · 4 funds side by side · dividends reinvested

CPU, SCHD, SMH and SOXX

CPUAmplify×SCHDSchwab×SMHVanEck×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

CPU, SCHD, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

Amplify Top 10 Semiconductors ETFThematic · AI & semis0.49%0.00%[…][…][…][…][…][…]$864K4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPU 2026 · SCHD 2011 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Top 10 Semiconductors ETF · $864K[…]

CPU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CPUMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPU vs SCHD: Top 5 Holdings

Today

CPU

70.1%in top 5

SCHD

in top 521.4%

CPUStockSCHD

31.3%AGPXXnot top 5

11.4%2303.TWnot top 5

9.7%2454.TWnot top 5

9.1%3189.TWnot top 5

8.5%6488.TWnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CPU vs SCHD Returns, Every Period

AmplifyCPU

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

CPUSCHDFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CPU vs SCHD

YTD

AmplifyCPU

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield3.0%

$864KAssets$120B

1–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPU, SCHD, SMH, SOXX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

CPU0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPU, SCHD, SMH, SOXX

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SOXX0.76%$76

SMH0.24%$24

CPU0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

CPU$0 − $49 = −$49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CPU, SCHD, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

CPUSCHDSMHSOXX

CPU—0.0%12.8%14.4%

SCHD0.0%—7.9%7.9%

SMH12.8%7.9%—69.6%

SOXX14.4%7.9%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

CPUWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSOXX

+31.4%Year to date+36.2%

3.0%Yield0.8%

+37.0%Past year+34.5%

0.06%Fee0.33%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026