Compare · 4 funds side by side · dividends reinvested

GDX, SMH, IAU and GLDM

GDXVanEck×SMHVanEck×IAUiShares×GLDMSPDR×

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

02 / 04

GDX, SMH, IAU and GLDM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−4.0%+4.0%+27.7%+18.1%−28.0%28.9%$30.8B2.4

VanEck Gold Miners ETFCommodities · Miners0.51%0.69%+7.2%+30.9%+49.9%+25.3%−38.9%51.4%$26.9B2.6

iShares Gold TrustCommodities · Gold0.25%0.00%−4.2%+3.8%+27.4%+17.9%−28.2%28.9%$60.0B3.0

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: GDX 2006 · SMH 2011 · IAU 2005 · GLDM 2018

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Gold Miners ETF · $26.9B$30,932

GDX

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

GDXMeasureSMH

+7.2%Year to dateJan 1 → Nov 9+35.3%

+30.9%1 yearTotal return+39.3%

+49.9%3 years · per year$10,000 became $33,699 · $33,815+50.1%

+25.3%5 years · per year$10,000 became $30,932 · $36,298+29.4%

0.51%Expense ratio$51 · $35 a year on $10k · lower is better0.35%

0.69%Trailing 12-mo yield$69 · $23 a year on $10k0.23%

−38.9%Worst dropSmaller is better−33.1%

51.4%VolatilityLower is calmer43.1%

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

1–7SMH wins

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

More Ways to See the Pairs

GDX vs SMH: Top 5 Holdings

Today

GDX

42.4%in top 5

SMH

in top 547.8%

GDXStockSMH

not top 5NVDA21.0%

11.7%NEMnot top 5

11.6%AEMnot top 5

not top 5TSM9.8%

8.0%Bnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

5.6%WPMnot top 5

5.5%FNVnot top 5

not top 5ADI5.0%

Held in common0.0%

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

GDX vs SMH Returns, Every Period

VanEckGDX

+25.3%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

GDXSMHFaded: behind in that period

0–4SMH wins

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

Commodities vs Thematic: GDX vs SMH

YTD

VanEckGDX

+7.2%

SMHVanEck

+35.3%

+7.2%Year to date+35.3%

−38.9%Worst drop · 1Y−33.1%

51.4%Volatility · 1Y43.1%

0.7%Yield0.2%

$26.9BAssets$60.7B

3–1SMH wins

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

Cost, Income and Risk

Fees: GDX, SMH, IAU, GLDM

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

IAU0.25%$25

SMH0.35%$35

GDX0.51%$51

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

Yields: GDX, SMH, IAU, GLDM

0.69%highest, GDX

FundTrailing yieldYield$10k

GDX0.69%$69

SMH0.23%$23

IAU0.00%$0

GLDM0.00%$0

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

Income After Fees on $10,000

$18most kept, GDX

GDX$69 − $51 = $18

GLDM$0 − $10 = −$10

SMH$23 − $35 = −$12

IAU$0 − $25 = −$25

KeptFee

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

Overlap: GDX, SMH, IAU, GLDM

Today

0.0%most shared, GDX and SMH

GDXSMHIAUGLDM

GDX—0.0%[…][…]

SMH0.0%—[…][…]

IAU[…][…]—[…]

GLDM[…][…][…]—

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

IAUWorst drop−28.2%28.9% vol

GLDMWorst drop−28.0%28.9% vol

SMHWorst drop−33.1%43.1% vol

GDXWorst drop−38.9%51.4% vol

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

Paid More vs Made More

YTD

GDXSMH

+7.2%Year to date+35.3%

0.7%Yield0.2%

+30.9%Past year+39.3%

0.51%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.0%

GLDSPDR

−6.0%

−4.0%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026