Compare · 3 funds side by side · dividends reinvested

DRAM, GLD and SMH

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

02 / 04

DRAM, GLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.3

SPDR Gold SharesCommodities · Gold0.40%0.00%−5.3%+3.6%+26.8%+17.4%−28.3%29.0%$131B1.8

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B2.5

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: DRAM 2026 · GLD 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Gold Shares · $131B$22,340

GLD

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested

GLDMeasureSMH

−5.3%Year to dateJan 1 → Nov 5+24.3%

+3.6%1 yearTotal return+27.3%

+26.8%3 years · per year$10,000 became $20,397 · $32,662+48.4%

+17.4%5 years · per year$10,000 became $22,340 · $33,824+27.6%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $25 a year on $10k0.25%

−28.3%Worst dropSmaller is better−33.1%

29.0%VolatilityLower is calmer42.8%

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

2–6SMH wins

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

More Ways to See the Pairs

GLD vs SMH: Top 5 Holdings

Today

GLD

[…]in top 5

SMH

in top 547.4%

GLDStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

Held in common[…]

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

GLD vs SMH Returns, Every Period

SPDRGLD

+17.4%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

GLDSMHFaded: behind in that period

0–4SMH wins

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

Commodities vs Thematic: GLD vs SMH

YTD

SPDRGLD

−5.3%

SMHVanEck

+24.3%

−5.3%Year to date+24.3%

−28.3%Worst drop · 1Y−33.1%

29.0%Volatility · 1Y42.8%

0.0%Yield0.2%

$131BAssets$65.4B

2–2level

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

Cost, Income and Risk

Fees: DRAM, GLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GLD0.40%$40

DRAM0.65%$65

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

Yields: DRAM, GLD, SMH

0.25%highest, SMH

FundTrailing yieldYield$10k

SMH0.25%$25

DRAM0.00%$0

GLD0.00%$0

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

GLD$0 − $40 = −$40

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, GLD, SMH

Today

3.2%most shared, DRAM and SMH

DRAMGLDSMH

DRAM—[…]3.2%

GLD[…]—[…]

SMH3.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

GLDWorst drop−28.3%29.0% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SMHGLD

+24.3%Year to date−5.3%

0.2%Yield0.0%

+27.3%Past year+3.6%

0.35%Fee0.40%

4–0SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026