Compare · 4 funds side by side · dividends reinvested

GDX, TMAT, SMH and GLDM

GDXVanEck×TMATMain Management×SMHVanEck×GLDMSPDR×

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

02 / 04

GDX, TMAT, SMH and GLDM, 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%$60.7B1.8

VanEck Gold Miners ETFCommodities · Miners0.51%0.72%+2.1%+24.9%+47.8%+24.3%−38.9%51.2%$26.9B2.5

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−5.8%+2.0%+27.0%+17.8%−28.0%28.8%$30.5B2.6

Main Thematic Innovation ETFThematic · Disruptive tech0.79%0.02%−1.3%−10.0%+24.2%+0.9%−23.4%30.4%$212M3.1

Rank among the four1st → 4thFee, 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: GDX 2006 · TMAT 2021 · SMH 2011 · GLDM 2018

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Gold Miners ETF · $26.9B$29,615

GDX

GLDM

SPDR Gold MiniShares Trust · $30.5B$22,676

$10,000 five years ago, dividends reinvested

GDXMeasureGLDM

+2.1%Year to dateJan 1 → Nov 6−5.8%

+24.9%1 yearTotal return+2.0%

+47.8%3 years · per year$10,000 became $32,277 · $20,492+27.0%

+24.3%5 years · per year$10,000 became $29,615 · $22,676+17.8%

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

0.72%Trailing 12-mo yield$72 · $0 a year on $10k0.00%

−38.9%Worst dropSmaller is better−28.0%

51.2%VolatilityLower is calmer28.8%

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

5–3GDX wins

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

More Ways to See the Pairs

GDX vs GLDM: Top 5 Holdings

Today

GDX

42.4%in top 5

GLDM

in top 5[…]

GDXStockGLDM

11.7%NEMnot top 5

11.6%AEMnot top 5

8.0%Bnot top 5

5.6%WPMnot top 5

5.5%FNVnot top 5

Held in common[…]

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

GDX vs GLDM Returns, Every Period

VanEckGDX

+24.3%

5 years, per year

GLDMSPDR

+17.8%

5 years, per year

GDXGLDMFaded: behind in that period

4–0GDX wins

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

Commodities vs Thematic: GDX vs SMH

YTD

VanEckGDX

+2.1%

SMHVanEck

+28.8%

+2.1%Year to date+28.8%

−38.9%Worst drop · 1Y−33.1%

51.2%Volatility · 1Y42.9%

0.7%Yield0.2%

$26.9BAssets$60.7B

3–1SMH wins

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

Cost, Income and Risk

Fees: GDX, TMAT, SMH, GLDM

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

SMH0.35%$35

GDX0.51%$51

TMAT0.79%$79

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

Yields: GDX, TMAT, SMH, GLDM

0.72%highest, GDX

FundTrailing yieldYield$10k

GDX0.72%$72

SMH0.24%$24

TMAT0.02%$2

GLDM0.00%$0

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

Income After Fees on $10,000

$21most kept, GDX

GDX$72 − $51 = $21

GLDM$0 − $10 = −$10

SMH$24 − $35 = −$11

TMAT$2 − $79 = −$77

KeptFee

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

Overlap: GDX, TMAT, SMH, GLDM

Today

9.8%most shared, TMAT and SMH

GDXTMATSMHGLDM

GDX—0.0%0.0%[…]

TMAT0.0%—9.8%[…]

SMH0.0%9.8%—[…]

GLDM[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

GLDMWorst drop−28.0%28.8% vol

TMATWorst drop−23.4%30.4% vol

SMHWorst drop−33.1%42.9% vol

GDXWorst drop−38.9%51.2% vol

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

Paid More vs Made More

YTD

GDXSMH

+2.1%Year to date+28.8%

0.7%Yield0.2%

+24.9%Past year+29.5%

0.51%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM 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