Compare · 3 funds side by side · dividends reinvested

DRAM, RECS and SMH

DRAMRoundhill×RECSColumbia Threadneedle×SMHVanEck×

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

02 / 04

DRAM, RECS and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.02%+9.2%+12.0%+22.2%+12.6%−8.8%12.6%$6.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: DRAM 2026 · RECS 2019 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

RECS

Columbia Research Enhanced Core ETF · $6.0B$18,097

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

SMHMeasureRECS

+35.3%Year to dateJan 1 → Nov 9+9.2%

+39.3%1 yearTotal return+12.0%

+50.1%3 years · per year$10,000 became $33,815 · $18,237+22.2%

+29.4%5 years · per year$10,000 became $36,298 · $18,097+12.6%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

0.23%Trailing 12-mo yield$23 · $102 a year on $10k1.02%

−33.1%Worst dropSmaller is better−8.8%

43.1%VolatilityLower is calmer12.6%

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

4–4Level

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

More Ways to See the Pairs

SMH vs RECS: Top 5 Holdings

Today

SMH

47.7%in top 5

RECS

in top 533.2%

SMHStockRECS

20.7%NVDA10.6%

not top 5AAPL12.8%

10.0%TSMnot top 5

5.9%TXNnot top 5

5.7%AVGOnot top 5

5.4%AMDnot top 5

not top 5META4.2%

not top 5MA2.8%

not top 5XLC2.8%

Held in common13.7%

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

SMH vs RECS Returns, Every Period

VanEckSMH

+29.4%

5 years, per year

RECSColumbia Threadneedle

+12.6%

5 years, per year

SMHRECSFaded: behind in that period

4–0SMH wins

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

Thematic vs Unsorted: SMH vs RECS

YTD

VanEckSMH

+35.3%

RECSColumbia Threadneedle

+9.2%

+35.3%Year to date+9.2%

−33.1%Worst drop · 1Y−8.8%

43.1%Volatility · 1Y12.6%

0.2%Yield1.0%

$60.7BAssets$6.0B

3–1RECS wins

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

Cost, Income and Risk

Fees: DRAM, RECS, SMH

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

SMH0.35%$35

DRAM0.65%$65

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

Yields: DRAM, RECS, SMH

1.02%highest, RECS

FundTrailing yieldYield$10k

RECS1.02%$102

SMH0.23%$23

DRAM0.00%$0

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

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, RECS, SMH

Today

13.7%most shared, RECS and SMH

DRAMRECSSMH

DRAM—1.9%3.1%

RECS1.9%—13.7%

SMH3.1%13.7%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

RECSWorst drop−8.8%12.6% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

RECSSMH

+9.2%Year to date+35.3%

1.0%Yield0.2%

+12.0%Past year+39.3%

0.15%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

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