Compare · 3 funds side by side · dividends reinvested

FDRV, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

FDRV, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

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%$21M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDRV 2021 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Electric Vehicles and Future Transportation ETF · $21M$5,747

FDRV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FDRVMeasureVIG

−6.2%Year to dateJan 1 → Nov 5+12.5%

−12.3%1 yearTotal return+15.2%

+2.6%3 years · per year$10,000 became $10,809 · $16,814+18.9%

−10.5%5 years · per year$10,000 became $5,747 · $16,331+10.3%

0.39%Expense ratio$39 · $4 a year on $10k · lower is better0.04%

1.44%Trailing 12-mo yield$144 · $149 a year on $10k1.49%

−31.6%Worst dropSmaller is better−7.9%

27.8%VolatilityLower is calmer10.8%

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

0–8VIG wins

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

More Ways to See the Pairs

FDRV vs VIG: Top 5 Holdings

Today

FDRV

24.4%in top 5

VIG

in top 522.1%

FDRVStockVIG

5.8%0EDE.Lnot top 5

5.4%TSLAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%UBERnot top 5

4.4%IFX.DEnot top 5

not top 5AVGO4.3%

4.2%81211.HKnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

FDRV vs VIG Returns, Every Period

FidelityFDRV

−10.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

FDRVVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: FDRV vs VIG

YTD

FidelityFDRV

−6.2%

VIGVanguard

+12.5%

−6.2%Year to date+12.5%

−31.6%Worst drop · 1Y−7.9%

27.8%Volatility · 1Y10.8%

1.4%Yield1.5%

$21.3MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDRV, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

FDRV0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDRV, VIG, SMH

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

FDRV1.44%$144

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FDRV$144 − $39 = $105

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDRV, VIG, SMH

Today

10.3%most shared, VIG and SMH

FDRVVIGSMH

FDRV—0.7%1.2%

VIG0.7%—10.3%

SMH1.2%10.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

VIGWorst drop−7.9%10.8% vol

FDRVWorst drop−31.6%27.8% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSMH

+12.5%Year to date+24.3%

1.5%Yield0.2%

+15.2%Past year+27.3%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026