Compare · 4 funds side by side · dividends reinvested

ELFY, KWH, DRAM and SMH

ELFYALPS×KWHGMO×DRAMRoundhill×SMHVanEck×

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

02 / 04

ELFY, KWH, DRAM and SMH, 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%$57.7B1.4

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.23%+2.3%−1.4%[…][…]−22.4%22.4%$152M1.5

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$54M3.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

Rank among the four1st → 4thFee, 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: ELFY 2025 · KWH 2026 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $152M[…]

ELFY

KWH

GMO Power Infrastructure ETF · $54M[…]

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

ELFYMeasureKWH

+2.3%Year to dateJan 1 → Nov 6[…]

−1.4%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $60 a year on $10k · lower is better0.60%

1.23%Trailing 12-mo yield$123 · $0 a year on $10k0.00%

−22.4%Worst dropSmaller is better[…]

22.4%VolatilityLower is calmer[…]

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

2–0ELFY wins

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

More Ways to See the Pairs

ELFY vs KWH: Top 5 Holdings

Today

ELFY

5.8%in top 5

KWH

in top 515.1%

ELFYStockKWH

not top 5SU4.0%

not top 5NEE2.9%

not top 5NGG2.9%

not top 5ETN2.9%

not top 5TT2.5%

1.2%NXTnot top 5

1.2%BKHnot top 5

1.1%EDnot top 5

1.1%TTEKnot top 5

1.1%FTSnot top 5

Held in common27.0%

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

ELFY vs KWH Returns, Every Period

ALPSELFY

−1.4%

past year

KWHGMO

[…]

past year

Returns […]

ELFYKWHFaded: behind in that period

0–0Level

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

ELFY vs SMH

YTD

ALPSELFY

+2.3%

SMHVanEck

+28.8%

+2.3%Year to date+28.8%

−22.4%Worst drop · 1Y−33.1%

22.4%Volatility · 1Y42.9%

1.2%Yield0.2%

$152MAssets$57.7B

3–1ELFY wins

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

Cost, Income and Risk

Fees: ELFY, KWH, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ELFY0.50%$50

KWH0.60%$60

DRAM0.65%$65

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

Yields: ELFY, KWH, DRAM, SMH

1.23%highest, ELFY

FundTrailing yieldYield$10k

ELFY1.23%$123

SMH0.24%$24

KWH0.00%$0

DRAM0.00%$0

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

Income After Fees on $10,000

$73most kept, ELFY

ELFY$123 − $50 = $73

SMH$24 − $35 = −$11

KWH$0 − $60 = −$60

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: ELFY, KWH, DRAM, SMH

Today

27.0%most shared, ELFY and KWH

ELFYKWHDRAMSMH

ELFY—27.0%0.0%0.0%

KWH27.0%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

ELFYWorst drop−22.4%22.4% vol

SMHWorst drop−33.1%42.9% vol

KWHWorst drop[…][…]

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

ELFYSMH

+2.3%Year to date+28.8%

1.2%Yield0.2%

−1.4%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

$37.6BAssets$57.7B

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