Compare · 3 funds side by side · dividends reinvested

CXSE, SMH and DRAM

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

02 / 04

CXSE, SMH and DRAM, 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%$65.4B1.4

WisdomTree China ex-State-Owned Enterprises FundThematic · China0.32%2.10%−16.9%−20.5%+6.0%−8.6%−26.6%21.0%$372M1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

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: CXSE 2012 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree China ex-State-Owned Enterprises Fund · $372M$6,350

CXSE

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

CXSEMeasureSMH

−16.9%Year to dateJan 1 → Nov 5+40.0%

−20.5%1 yearTotal return+38.2%

+6.0%3 years · per year$10,000 became $11,918 · $37,049+54.7%

−8.6%5 years · per year$10,000 became $6,374 · $38,820+31.2%

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

2.10%Trailing 12-mo yield$210 · $22 a year on $10k0.22%

−26.6%Worst dropSmaller is better−24.6%

21.0%VolatilityLower is calmer41.2%

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

3–5SMH wins

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

More Ways to See the Pairs

CXSE vs SMH: Top 5 Holdings

Today

CXSE

26.8%in top 5

SMH

in top 547.4%

CXSEStockSMH

not top 5NVDA20.5%

10.0%0700.HKnot top 5

not top 5TSM9.7%

8.2%9988.HKnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

3.4%300750.Snot top 5

2.9%300308.Snot top 5

2.4%601318.Snot top 5

Held in common0.0%

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

CXSE vs SMH Returns, Every Period

WisdomTreeCXSE

−8.6%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

CXSESMHFaded: behind in that period

0–4SMH wins

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

CXSE vs SMH

YTD

WisdomTreeCXSE

−16.9%

SMHVanEck

+40.0%

−16.9%Year to date+40.0%

−26.6%Worst drop · 1Y−24.6%

21.0%Volatility · 1Y41.2%

2.1%Yield0.2%

$372MAssets$65.4B

2–2level

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

Cost, Income and Risk

Fees: CXSE, SMH, DRAM

Today

0.32%lowest, CXSE

FundExpense ratioFee$10k

CXSE0.32%$32

SMH0.35%$35

DRAM0.65%$65

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

Yields: CXSE, SMH, DRAM

2.10%highest, CXSE

FundTrailing yieldYield$10k

CXSE2.10%$210

SMH0.22%$22

DRAM0.00%$0

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

Income After Fees on $10,000

$178most kept, CXSE

CXSE$210 − $32 = $178

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: CXSE, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

CXSESMHDRAM

CXSE—0.0%0.9%

SMH0.0%—3.2%

DRAM0.9%3.2%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

CXSEWorst drop−26.6%21.0% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

CXSESMH

−16.9%Year to date+40.0%

2.1%Yield0.2%

−20.5%Past year+38.2%

0.32%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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