Compare · 3 funds side by side · dividends reinvested

DRAM, VUG and SMH

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

02 / 04

DRAM, VUG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$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 6, 2026 · returns include dividends · since: DRAM 2026 · VUG 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

VUGMeasureSMH

+1.4%Year to dateJan 1 → Nov 6+28.8%

+0.2%1 yearTotal return+29.5%

+22.6%3 years · per year$10,000 became $18,415 · $33,022+48.9%

+10.0%5 years · per year$10,000 became $16,124 · $34,950+28.4%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

0.42%Trailing 12-mo yield$42 · $24 a year on $10k0.24%

−15.1%Worst dropSmaller is better−33.1%

19.0%VolatilityLower is calmer42.9%

VUGSMH 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

VUG vs SMH: Top 5 Holdings

Today

VUG

45.2%in top 5

SMH

in top 547.8%

VUGStockSMH

13.5%NVDA21.0%

12.5%AAPLnot top 5

not top 5TSM9.8%

9.7%MSFTnot top 5

not top 5TXN6.2%

4.3%AVGO5.9%

5.2%GOOGLnot top 5

not top 5ADI5.0%

Held in common26.9%

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

VUG vs SMH Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

VUGSMHFaded: behind in that period

0–4SMH wins

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

Stocks vs Thematic: VUG vs SMH

YTD

VanguardVUG

+1.4%

SMHVanEck

+28.8%

+1.4%Year to date+28.8%

−15.1%Worst drop · 1Y−33.1%

19.0%Volatility · 1Y42.9%

0.4%Yield0.2%

$233BAssets$60.7B

3–1VUG wins

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

Cost, Income and Risk

Fees: DRAM, VUG, SMH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMH0.35%$35

DRAM0.65%$65

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

Yields: DRAM, VUG, SMH

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, VUG, SMH

Today

26.9%most shared, VUG and SMH

DRAMVUGSMH

DRAM—1.7%3.1%

VUG1.7%—26.9%

SMH3.1%26.9%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VUGWorst drop−15.1%19.0% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

VUGSMH

+1.4%Year to date+28.8%

0.4%Yield0.2%

+0.2%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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