Compare · 3 funds side by side · dividends reinvested

DGRO, SMH and SOXX

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

02 / 04

DGRO, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DGRO 2014 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

DGROMeasureSMH

+16.6%Year to dateJan 1 → Nov 6+28.8%

+20.3%1 yearTotal return+29.5%

+20.7%3 years · per year$10,000 became $17,593 · $33,022+48.9%

+11.0%5 years · per year$10,000 became $16,835 · $34,950+28.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.87%Trailing 12-mo yield$187 · $24 a year on $10k0.24%

−6.5%Worst dropSmaller is better−33.1%

10.2%VolatilityLower is calmer42.9%

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

4–4Level

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

More Ways to See the Pairs

DGRO vs SMH: Top 5 Holdings

Today

DGRO

15.0%in top 5

SMH

in top 547.8%

DGROStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common4.5%

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

DGRO vs SMH Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

DGROSMHFaded: behind in that period

0–4SMH wins

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

Income vs Thematic: DGRO vs SOXX

YTD

iSharesDGRO

+16.6%

SOXXiShares

+36.2%

+16.6%Year to date+36.2%

−6.5%Worst drop · 1Y−39.5%

10.2%Volatility · 1Y49.4%

1.9%Yield0.8%

$44.7BAssets$39.1B

3–1DGRO wins

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

Cost, Income and Risk

Fees: DGRO, SMH, SOXX

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SOXX0.33%$33

SMH0.35%$35

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

Yields: DGRO, SMH, SOXX

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: DGRO, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

DGROSMHSOXX

DGRO—4.5%4.5%

SMH4.5%—69.6%

SOXX4.5%69.6%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

DGROWorst drop−6.5%10.2% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

DGROSOXX

+16.6%Year to date+36.2%

1.9%Yield0.8%

+20.3%Past year+34.5%

0.08%Fee0.33%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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