Compare · 3 funds side by side · dividends reinvested

IDEF, SCHD 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

IDEF, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

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

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.3%−3.0%[…][…]−23.7%24.5%$3.5B2.5

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: IDEF 2025 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

SCHDMeasureSMH

+33.1%Year to dateJan 1 → Nov 9+35.3%

+39.1%1 yearTotal return+39.3%

+19.6%3 years · per year$10,000 became $17,118 · $33,815+50.1%

+10.5%5 years · per year$10,000 became $16,454 · $36,298+29.4%

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.96%Trailing 12-mo yield$296 · $23 a year on $10k0.23%

−6.9%Worst dropSmaller is better−33.1%

11.8%VolatilityLower is calmer43.1%

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

4–4Level

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

More Ways to See the Pairs

SCHD vs SMH: Top 5 Holdings

Today

SCHD

21.4%in top 5

SMH

in top 547.8%

SCHDStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

4.3%TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common7.9%

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

SCHD vs SMH Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

SCHDSMHFaded: behind in that period

0–4SMH wins

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

Income vs Thematic: SCHD vs IDEF

YTD

SchwabSCHD

+33.1%

IDEFiShares

−3.3%

+33.1%Year to date−3.3%

−6.9%Worst drop · 1Y−23.7%

11.8%Volatility · 1Y24.5%

3.0%Yield0.4%

$120BAssets$3.5B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IDEF, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IDEF0.55%$55

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

Yields: IDEF, SCHD, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IDEF0.36%$36

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

IDEFSCHDSMH

IDEF—2.8%0.9%

SCHD2.8%—7.9%

SMH0.9%7.9%—

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

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.5% 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

SCHDSMH

+33.1%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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