Compare · 3 funds side by side · dividends reinvested

FDRV, LIT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

FDRV, LIT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Fidelity Electric Vehicles and Future Transportation ETFThematic · Clean energy & EV0.39%1.44%−6.2%−12.3%+2.6%−10.5%−31.6%27.8%$23M2.3

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.81%−4.2%+1.3%+9.8%−6.5%−34.4%30.5%$1.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDRV 2021 · LIT 2010 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Electric Vehicles and Future Transportation ETF · $23M$5,747

FDRV

LIT

Global X - Lithium & Battery Tech ETF · $1.1B$7,158

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

FDRVMeasureLIT

−6.2%Year to dateJan 1 → Nov 4−4.2%

−12.3%1 yearTotal return+1.3%

+2.6%3 years · per year$10,000 became $10,809 · $13,225+9.8%

−10.5%5 years · per year$10,000 became $5,747 · $7,158−6.5%

0.39%Expense ratio$39 · $75 a year on $10k · lower is better0.75%

1.44%Trailing 12-mo yield$144 · $81 a year on $10k0.81%

−31.6%Worst dropSmaller is better−34.4%

27.8%VolatilityLower is calmer30.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDRV vs LIT: Top 5 Holdings

Today

FDRV

24.7%in top 5

LIT

in top 538.2%

FDRVStockLIT

not top 5RIO19.4%

5.8%0EDE.Lnot top 5

5.6%TSLA4.8%

not top 5ALB5.3%

4.6%IFX.DEnot top 5

not top 5300014.S4.5%

4.4%UBERnot top 5

4.3%81211.HKnot top 5

not top 51211.HK4.2%

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

FDRV vs LIT Returns, Every Period

FidelityFDRV

−10.5%

5 years, per year

LITGlobal X

−6.5%

5 years, per year

FDRVLITFaded: behind in that period

0–4LIT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDRV vs LIT

YTD

FidelityFDRV

−6.2%

LITGlobal X

−4.2%

−6.2%Year to date−4.2%

−31.6%Worst drop · 1Y−34.4%

27.8%Volatility · 1Y30.5%

1.4%Yield0.8%

$23.4MAssets$1.1B

3–1FDRV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDRV, LIT, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FDRV0.39%$39

LIT0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDRV, LIT, SMH

1.44%highest, FDRV

FundTrailing yieldYield$10k

FDRV1.44%$144

LIT0.81%$81

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

LIT$81 − $75 = $6

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDRV, LIT, SMH

Today

8.5%most shared, FDRV and LIT

FDRVLITSMH

FDRV—8.5%1.2%

LIT8.5%—0.0%

SMH1.2%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

FDRVWorst drop−31.6%27.8% vol

LITWorst drop−34.4%30.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDRVSMH

−6.2%Year to date+40.0%

1.4%Yield0.2%

−12.3%Past year+38.2%

0.39%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026