Compare · 2 funds side by side · dividends reinvested

FXU and SMH

FXUFirst Trust×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$34,950SMH · best of the two

02 / 04

FXU and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.4

First Trust Utilities AlphaDEX FundSectors · Utilities0.61%2.32%+9.3%+7.9%+22.1%+12.0%−14.0%14.3%$776M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FXU 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Utilities AlphaDEX Fund · $776M$17,625

FXU

SMH

VanEck Semiconductor ETF · $57.7B$34,950

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

FXUMeasureSMH

+9.3%Year to dateJan 1 → Nov 6+28.8%

+7.9%1 yearTotal return+29.5%

+22.1%3 years · per year$10,000 became $18,195 · $33,022+48.9%

+12.0%5 years · per year$10,000 became $17,625 · $34,950+28.4%

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

2.32%Trailing 12-mo yield$232 · $24 a year on $10k0.24%

−14.0%Worst dropSmaller is better−33.1%

14.3%VolatilityLower is calmer42.9%

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

3–5SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXU vs SMH: Top 5 Holdings

Today

FXU

21.7%in top 5

SMH

in top 547.8%

FXUStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

4.5%EDnot top 5

4.3%EXCnot top 5

4.3%DUKnot top 5

4.3%EIXnot top 5

4.2%ESnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FXU vs SMH Returns, Every Period

First TrustFXU

+12.0%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

FXUSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: FXU vs SMH

YTD

First TrustFXU

+9.3%

SMHVanEck

+28.8%

+9.3%Year to date+28.8%

−14.0%Worst drop · 1Y−33.1%

14.3%Volatility · 1Y42.9%

2.3%Yield0.2%

$776MAssets$57.7B

3–1FXU wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXU, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FXU0.61%$61

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FXU, SMH

2.32%highest, FXU

FundTrailing yieldYield$10k

FXU2.32%$232

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FXU, SMH

Today

0.0%most shared, FXU and SMH

FXUSMH

FXU—0.0%

SMH0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%SMH, at 42.9% volatility

FXUWorst drop−14.0%14.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FXUSMH

+9.3%Year to date+28.8%

2.3%Yield0.2%

+7.9%Past year+29.5%

0.61%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026