Compare · 3 funds side by side · dividends reinvested

ICLN, SMOG and SMH

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

02 / 04

ICLN, SMOG and SMH, 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%$60.7B1.6

VanEck Low Carbon Energy ETFSectors · Energy0.64%1.52%+3.0%−0.3%+12.5%−4.5%−18.0%22.9%$126M1.8

iShares Global Clean Energy ETFThematic · Clean energy & EV0.38%1.11%+1.4%−5.5%+9.2%−7.2%−35.4%30.7%$2.1B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: ICLN 2008 · SMOG 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Low Carbon Energy ETF · $126M$7,938

SMOG

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

SMOGMeasureSMH

+3.0%Year to dateJan 1 → Nov 9+35.3%

−0.3%1 yearTotal return+39.3%

+12.5%3 years · per year$10,000 became $14,243 · $33,815+50.1%

−4.5%5 years · per year$10,000 became $7,938 · $36,298+29.4%

0.64%Expense ratio$64 · $35 a year on $10k · lower is better0.35%

1.52%Trailing 12-mo yield$152 · $23 a year on $10k0.23%

−18.0%Worst dropSmaller is better−33.1%

22.9%VolatilityLower is calmer43.1%

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

3–5SMH wins

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

More Ways to See the Pairs

SMOG vs SMH: Top 5 Holdings

Today

SMOG

38.0%in top 5

SMH

in top 547.7%

SMOGStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

9.3%IBE.MCnot top 5

8.3%TSLAnot top 5

7.9%NEEnot top 5

7.2%ENEL.MInot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

5.3%1211.HKnot top 5

Held in common0.0%

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

SMOG vs SMH Returns, Every Period

VanEckSMOG

−4.5%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

SMOGSMHFaded: behind in that period

0–4SMH wins

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

Sector vs Thematic: SMOG vs ICLN

YTD

VanEckSMOG

+3.0%

ICLNiShares

+1.4%

+3.0%Year to date+1.4%

−18.0%Worst drop · 1Y−35.4%

22.9%Volatility · 1Y30.7%

1.5%Yield1.1%

$126MAssets$2.1B

4–0SMOG wins

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

Cost, Income and Risk

Fees: ICLN, SMOG, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ICLN0.38%$38

SMOG0.64%$64

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

Yields: ICLN, SMOG, SMH

1.52%highest, SMOG

FundTrailing yieldYield$10k

SMOG1.52%$152

ICLN1.11%$111

SMH0.23%$23

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

Income After Fees on $10,000

$88most kept, SMOG

SMOG$152 − $64 = $88

ICLN$111 − $38 = $73

SMH$23 − $35 = −$12

KeptFee

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

Overlap: ICLN, SMOG, SMH

Today

29.2%most shared, ICLN and SMOG

ICLNSMOGSMH

ICLN—29.2%0.0%

SMOG29.2%—0.0%

SMH0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

SMOGWorst drop−18.0%22.9% vol

ICLNWorst drop−35.4%30.7% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SMOGSMH

+3.0%Year to date+35.3%

1.5%Yield0.2%

−0.3%Past year+39.3%

0.64%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026