Compare · 4 funds side by side · dividends reinvested

FDFF, SMH, VTI and DRAM

FDFFFidelity×SMHVanEck×VTIVanguard×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDFF, SMH, VTI and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.3%+9.1%+15.9%[…]−18.1%19.8%$44M2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDFF 2020 · SMH 2011 · VTI 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

FDFFMeasureSMH

+5.3%Year to dateJan 1 → Nov 9+35.3%

+9.1%1 yearTotal return+39.3%

+15.9%3 years · per year$10,000 became $15,555 · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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

0.94%Trailing 12-mo yield$94 · $23 a year on $10k0.23%

−18.1%Worst dropSmaller is better−33.1%

19.8%VolatilityLower is calmer43.1%

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

3–4SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDFF vs SMH: Top 5 Holdings

Today

FDFF

34.6%in top 5

SMH

in top 547.7%

FDFFStockSMH

not top 5NVDA20.7%

10.2%BLKnot top 5

not top 5TSM10.0%

7.0%FBK.MInot top 5

7.0%BKT.MCnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

5.3%COFnot top 5

5.1%Vnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDFF vs SMH Returns, Every Period

FidelityFDFF

+9.1%

past year

SMHVanEck

+39.3%

past year

FDFFSMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: FDFF vs VTI

YTD

FidelityFDFF

+5.3%

VTIVanguard

+11.6%

+5.3%Year to date+11.6%

−18.1%Worst drop · 1Y−8.9%

19.8%Volatility · 1Y13.9%

0.9%Yield1.1%

$44.2MAssets$689B

4–0VTI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, SMH, VTI, DRAM

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SMH0.35%$35

FDFF0.50%$50

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDFF, SMH, VTI, DRAM

1.06%highest, VTI

FundTrailing yieldYield$10k

VTI1.06%$106

FDFF0.94%$94

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

FDFF$94 − $50 = $44

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDFF, SMH, VTI, DRAM

Today

16.4%most shared, SMH and VTI

FDFFSMHVTIDRAM

FDFF—0.0%2.6%0.0%

SMH0.0%—16.4%3.1%

VTI2.6%16.4%—2.5%

DRAM0.0%3.1%2.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VTIWorst drop−8.9%13.9% vol

FDFFWorst drop−18.1%19.8% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTISMH

+11.6%Year to date+35.3%

1.1%Yield0.2%

+13.9%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026