Compare · 3 funds side by side · dividends reinvested

ILIT, DRIV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

ILIT, DRIV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.4

Global X - Autonomous & Electric Vehicles ETFThematic · Clean energy & EV0.68%0.79%−5.7%−4.7%+11.7%−0.2%−34.4%30.1%$297M2.0

iShares Lithium Miners and Producers ETFThematic · Clean energy & EV0.47%3.13%−34.3%−17.4%−10.1%[…]−58.2%44.6%$10M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: ILIT 2023 · DRIV 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Lithium Miners and Producers ETF · $10M[…]

ILIT

DRIV

Global X - Autonomous & Electric Vehicles ETF · $297M$9,911

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

ILITMeasureDRIV

−34.3%Year to dateJan 1 → Nov 5−5.7%

−17.4%1 yearTotal return−4.7%

−10.1%3 years · per year$10,000 became $7,261 · $13,934+11.7%

[…]5 years · per year$10,000 became […] · $9,911−0.2%

0.47%Expense ratio$47 · $68 a year on $10k · lower is better0.68%

3.13%Trailing 12-mo yield$313 · $79 a year on $10k0.79%

−58.2%Worst dropSmaller is better−34.4%

44.6%VolatilityLower is calmer30.1%

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

2–5DRIV wins

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

More Ways to See the Pairs

ILIT vs DRIV: Top 5 Holdings

Today

ILIT

34.6%in top 5

DRIV

in top 517.8%

ILITStockDRIV

9.2%SQMnot top 5

9.0%ALBnot top 5

6.0%PLS.AXnot top 5

5.8%LTR.AXnot top 5

not top 5MSFT5.0%

4.5%LACnot top 5

not top 5TSLA3.5%

not top 5NVDA3.4%

not top 5QCOM2.9%

not top 57203.T2.9%

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

ILIT vs DRIV Returns, Every Period

iSharesILIT

−17.4%

past year

DRIVGlobal X

−4.7%

past year

ILITDRIVFaded: behind in that period

0–3DRIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ILIT vs DRIV

YTD

iSharesILIT

−34.3%

DRIVGlobal X

−5.7%

−34.3%Year to date−5.7%

−58.2%Worst drop · 1Y−34.4%

44.6%Volatility · 1Y30.1%

3.1%Yield0.8%

$10.4MAssets$297M

3–1DRIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ILIT, DRIV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ILIT0.47%$47

DRIV0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ILIT, DRIV, SMH

3.13%highest, ILIT

FundTrailing yieldYield$10k

ILIT3.13%$313

DRIV0.79%$79

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$266most kept, ILIT

ILIT$313 − $47 = $266

DRIV$79 − $68 = $11

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ILIT, DRIV, SMH

Today

10.2%most shared, DRIV and SMH

ILITDRIVSMH

ILIT—3.5%0.0%

DRIV3.5%—10.2%

SMH0.0%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

DRIVWorst drop−34.4%30.1% vol

SMHWorst drop−33.1%42.8% vol

ILITWorst drop−58.2%44.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ILITSMH

−34.3%Year to date+24.3%

3.1%Yield0.2%

−17.4%Past year+27.3%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026