Compare · 3 funds side by side · dividends reinvested

DRAM, SPAM 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, SPAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.35%+38.7%+26.6%[…][…]−20.7%33.3%$7M1.2

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.5

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: DRAM 2026 · SPAM 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes Cybersecurity ETF · $7M[…]

SPAM

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

SPAMMeasureSMH

+38.7%Year to dateJan 1 → Nov 5+24.3%

+26.6%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

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

0.35%Trailing 12-mo yield$35 · $25 a year on $10k0.25%

−20.7%Worst dropSmaller is better−33.1%

33.3%VolatilityLower is calmer42.8%

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

4–1SPAM wins

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

More Ways to See the Pairs

SPAM vs SMH: Top 5 Holdings

Today

SPAM

26.4%in top 5

SMH

in top 547.4%

SPAMStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

6.0%YOUnot top 5

not top 5AVGO5.8%

5.5%TENBnot top 5

not top 5AMD5.4%

5.1%CHKPnot top 5

4.9%CACInot top 5

4.9%QLYSnot top 5

Held in common0.0%

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

SPAM vs SMH Returns, Every Period

ThemesSPAM

+26.6%

past year

SMHVanEck

+27.3%

past year

SPAMSMHFaded: behind in that period

1–1Level

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

SPAM vs SMH

YTD

ThemesSPAM

+38.7%

SMHVanEck

+24.3%

+38.7%Year to date+24.3%

−20.7%Worst drop · 1Y−33.1%

33.3%Volatility · 1Y42.8%

0.4%Yield0.2%

$6.7MAssets$65.4B

4–0SPAM wins

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

Cost, Income and Risk

Fees: DRAM, SPAM, SMH

Today

0.35%lowest, SPAM

FundExpense ratioFee$10k

SPAM0.35%$35

SMH0.35%$35

DRAM0.65%$65

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

Yields: DRAM, SPAM, SMH

0.35%highest, SPAM

FundTrailing yieldYield$10k

SPAM0.35%$35

SMH0.25%$25

DRAM0.00%$0

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

Income After Fees on $10,000

$0most kept, SPAM

SPAM$35 − $35 = $0

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, SPAM, SMH

Today

3.2%most shared, DRAM and SMH

DRAMSPAMSMH

DRAM—0.0%3.2%

SPAM0.0%—0.0%

SMH3.2%0.0%—

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

SPAMWorst drop−20.7%33.3% 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

SPAMSMH

+38.7%Year to date+24.3%

0.4%Yield0.2%

+26.6%Past year+27.3%

0.35%Fee0.35%

2–1SPAM 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026