Compare · 3 funds side by side · dividends reinvested

FDCF, BAI and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeBAI · 1.65% · $165 a year on $10k

Story of the three · RiskSmallest drop

FDCF, BAI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.4

Fidelity Disruptive Communications ETFThematic · Disruptive tech0.50%0.00%+4.7%+6.3%+25.1%[…]−16.2%20.4%$95M2.0

iShares A.I. Innovation and Tech Active ETFThematic · Disruptive tech0.65%1.65%+8.0%+5.0%[…][…]−40.0%48.1%$11.3B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDCF 2020 · BAI 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Disruptive Communications ETF · $95M[…]

FDCF

SMH

VanEck Semiconductor ETF · $63.5B$35,624

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

FDCFMeasure

More Ways to See the Pairs

FDCF vs SMH: Top 5 Holdings

Today

FDCF

32.2%in top 5

SMH

in top 546.4%

FDCFStockSMH

not top 5NVDA18.9%

6.7%TSM9.8%

7.8%METAnot top 5

6.7%GOOGLnot top 5

not top 5TXN

Cost, Income and Risk

Fees: FDCF, BAI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FDCF0.50%$50

BAI0.65%$65

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

Yields: FDCF, BAI, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMH

+4.7%Year to dateJan 1 → Nov 10+34.3%

+6.3%1 yearTotal return+39.4%

+25.1%3 years · per year$10,000 became $19,580 · $32,788+48.6%

[…]5 years · per year$10,000 became […] · $35,624+28.9%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $23 a year on $10k0.23%

−16.2%Worst dropSmaller is better−33.1%

20.4%VolatilityLower is calmer43.1%

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

2–5SMH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%

not top 5AVGO5.9%

not top 5AMD5.8%

5.6%AAPLnot top 5

5.4%SPCXnot top 5

Held in common14.1%

End-of-day Nov 10, 2026 · share of each fund

FDCF vs SMH Returns, Every Period

1Y

FidelityFDCF

+6.3%

past year

SMHVanEck

+39.4%

past year

FDCFSMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FDCF vs BAI

YTD

FidelityFDCF

+4.7%

BAIiShares

+8.0%

+4.7%Year to date+8.0%

−16.2%Worst drop · 1Y−40.0%

20.4%Volatility · 1Y48.1%

0.0%Yield1.6%

$94.5MAssets$11.3B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.65%highest, BAI

FundTrailing yieldYield$10k

BAI1.65%$165

SMH0.23%$23

FDCF0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, BAI

BAI$165 − $65 = $100

SMH$23 − $35 = −$12

FDCF$0 − $50 = −$50

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDCF, BAI, SMH

Today

32.0%most shared, BAI and SMH

FDCFBAISMH

FDCF—22.5%14.1%

BAI22.5%—32.0%

SMH14.1%32.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

FDCFWorst drop−16.2%20.4% vol

SMHWorst drop−33.1%43.1% vol

BAIWorst drop−40.0%48.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BAISMH

+8.0%Year to date+34.3%

1.6%Yield0.2%

+5.0%Past year+39.4%

0.65%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FDCF, BAI and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three