Compare · 3 funds side by side · dividends reinvested

EFRA, SMH and DRAM

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

02 / 04

EFRA, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.4

iShares Environmental Infrastructure and Industrials ETFThematic · Infrastructure0.47%4.11%+7.3%+8.8%+15.5%[…]−11.2%15.3%$6M1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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: EFRA 2022 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Environmental Infrastructure and Industrials ETF · $6M[…]

EFRA

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

EFRAMeasureSMH

+7.3%Year to dateJan 1 → Nov 6+28.8%

+8.8%1 yearTotal return+29.5%

+15.5%3 years · per year$10,000 became $15,415 · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

4.11%Trailing 12-mo yield$411 · $24 a year on $10k0.24%

−11.2%Worst dropSmaller is better−33.1%

15.3%VolatilityLower is calmer42.9%

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

3–4SMH wins

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

More Ways to See the Pairs

EFRA vs SMH: Top 5 Holdings

Today

EFRA

31.4%in top 5

SMH

in top 547.8%

EFRAStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

7.2%VLTOnot top 5

6.4%AWKnot top 5

not top 5TXN6.2%

6.0%VIE.PAnot top 5

6.0%SWnot top 5

not top 5AVGO5.9%

5.7%WABnot top 5

not top 5ADI5.0%

Held in common0.0%

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

EFRA vs SMH Returns, Every Period

iSharesEFRA

+8.8%

past year

SMHVanEck

+29.5%

past year

EFRASMHFaded: behind in that period

0–3SMH wins

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

EFRA vs SMH

YTD

iSharesEFRA

+7.3%

SMHVanEck

+28.8%

+7.3%Year to date+28.8%

−11.2%Worst drop · 1Y−33.1%

15.3%Volatility · 1Y42.9%

4.1%Yield0.2%

$5.6MAssets$60.7B

3–1EFRA wins

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

Cost, Income and Risk

Fees: EFRA, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

EFRA0.47%$47

DRAM0.65%$65

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

Yields: EFRA, SMH, DRAM

4.11%highest, EFRA

FundTrailing yieldYield$10k

EFRA4.11%$411

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$364most kept, EFRA

EFRA$411 − $47 = $364

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: EFRA, SMH, DRAM

Today

3.1%most shared, SMH and DRAM

EFRASMHDRAM

EFRA—0.0%0.0%

SMH0.0%—3.1%

DRAM0.0%3.1%—

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

EFRAWorst drop−11.2%15.3% 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

EFRASMH

+7.3%Year to date+28.8%

4.1%Yield0.2%

+8.8%Past year+29.5%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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