Compare · 2 funds side by side · dividends reinvested

FXH and SMH

FXHFirst Trust×SMHVanEck×

Versus in desk

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

02 / 04

FXH and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.4

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+22.1%+25.1%+15.8%+3.3%−12.2%16.8%$1.2B1.6

Rank among the two1st → 2ndFee, 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: FXH 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,760

FXH

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

FXHMeasureSMH

+22.1%Year to dateJan 1 → Nov 5+24.3%

+25.1%1 yearTotal return+27.3%

+15.8%3 years · per year$10,000 became $15,544 · $32,662+48.4%

+3.3%5 years · per year$10,000 became $11,760 · $33,824+27.6%

0.61%Expense ratio$61 · $35 a year on $10k · lower is better0.35%

0.53%Trailing 12-mo yield$53 · $25 a year on $10k0.25%

−12.2%Worst dropSmaller is better−33.1%

16.8%VolatilityLower is calmer42.8%

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

3–5SMH wins

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

More Ways to See the Pairs

FXH vs SMH: Top 5 Holdings

Today

FXH

12.8%in top 5

SMH

in top 547.4%

FXHStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

2.7%ZBHnot top 5

2.6%CNCnot top 5

2.6%HALOnot top 5

2.5%GMEDnot top 5

2.4%UHSnot top 5

Held in common0.0%

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

FXH vs SMH Returns, Every Period

First TrustFXH

+3.3%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

FXHSMHFaded: behind in that period

0–4SMH wins

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

Sector vs Thematic: FXH vs SMH

YTD

First TrustFXH

+22.1%

SMHVanEck

+24.3%

+22.1%Year to date+24.3%

−12.2%Worst drop · 1Y−33.1%

16.8%Volatility · 1Y42.8%

0.5%Yield0.2%

$1.2BAssets$65.4B

3–1FXH wins

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

Cost, Income and Risk

Fees: FXH, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FXH0.61%$61

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

Yields: FXH, SMH

0.53%highest, FXH

FundTrailing yieldYield$10k

FXH0.53%$53

SMH0.25%$25

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

Income After Fees on $10,000

−$8most kept, FXH

FXH$53 − $61 = −$8

SMH$25 − $35 = −$10

KeptFee

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

Overlap: FXH, SMH

Today

0.0%most shared, FXH and SMH

FXHSMH

FXH—0.0%

SMH0.0%—

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

Return vs Bumpiness: 2 ETFs

+27.3%SMH, at 42.8% volatility

FXHWorst drop−12.2%16.8% 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

FXHSMH

+22.1%Year to date+24.3%

0.5%Yield0.2%

+25.1%Past year+27.3%

0.61%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026