Compare · 3 funds side by side · dividends reinvested

IJR, SMH and VUG

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

02 / 04

IJR, SMH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, 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: IJR 2000 · SMH 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

IJRMeasureSMH

+15.5%Year to dateJan 1 → Nov 6+28.8%

+17.6%1 yearTotal return+29.5%

+17.3%3 years · per year$10,000 became $16,147 · $33,022+48.9%

+5.7%5 years · per year$10,000 became $13,170 · $34,950+28.4%

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

1.24%Trailing 12-mo yield$124 · $24 a year on $10k0.24%

−9.7%Worst dropSmaller is better−33.1%

16.2%VolatilityLower is calmer42.9%

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

4–4Level

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

More Ways to See the Pairs

IJR vs SMH: Top 5 Holdings

Today

IJR

2.6%in top 5

SMH

in top 547.8%

IJRStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

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

IJR vs SMH Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

IJRSMHFaded: behind in that period

0–4SMH wins

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

IJR vs VUG

YTD

iSharesIJR

+15.5%

VUGVanguard

+1.4%

+15.5%Year to date+1.4%

−9.7%Worst drop · 1Y−15.1%

16.2%Volatility · 1Y19.0%

1.2%Yield0.4%

$104BAssets$233B

4–0IJR wins

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

Cost, Income and Risk

Fees: IJR, SMH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

SMH0.35%$35

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

Yields: IJR, SMH, VUG

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VUG0.42%$42

SMH0.24%$24

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$42 − $3 = $39

SMH$24 − $35 = −$11

KeptFee

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

Overlap: IJR, SMH, VUG

Today

26.9%most shared, SMH and VUG

IJRSMHVUG

IJR—0.0%0.0%

SMH0.0%—26.9%

VUG0.0%26.9%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% 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

IJRSMH

+15.5%Year to date+28.8%

1.2%Yield0.2%

+17.6%Past year+29.5%

0.06%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

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