Compare · 3 funds side by side · dividends reinvested

ILIT, VIG 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, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.6

iShares Lithium Miners and Producers ETFThematic · Clean energy & EV0.47%3.13%−34.3%−17.4%−10.1%[…]−58.2%44.6%$10M2.7

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 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ILIT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ILITMeasureVIG

−34.3%Year to dateJan 1 → Nov 5+12.5%

−17.4%1 yearTotal return+15.2%

−10.1%3 years · per year$10,000 became $7,261 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.47%Expense ratio$47 · $4 a year on $10k · lower is better0.04%

3.13%Trailing 12-mo yield$313 · $149 a year on $10k1.49%

−58.2%Worst dropSmaller is better−7.9%

44.6%VolatilityLower is calmer10.8%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

ILIT

34.6%in top 5

VIG

in top 522.1%

ILITStockVIG

9.2%SQMnot top 5

9.0%ALBnot top 5

6.0%PLS.AXnot top 5

5.8%LTR.AXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%LACnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.1%

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

ILIT vs VIG Returns, Every Period

iSharesILIT

−17.4%

past year

VIGVanguard

+15.2%

past year

ILITVIGFaded: behind in that period

0–3VIG wins

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

Thematic vs Income: ILIT vs VIG

YTD

iSharesILIT

−34.3%

VIGVanguard

+12.5%

−34.3%Year to date+12.5%

−58.2%Worst drop · 1Y−7.9%

44.6%Volatility · 1Y10.8%

3.1%Yield1.5%

$10.4MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: ILIT, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

ILIT0.47%$47

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

Yields: ILIT, VIG, SMH

3.13%highest, ILIT

FundTrailing yieldYield$10k

ILIT3.13%$313

VIG1.49%$149

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

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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

Overlap: ILIT, VIG, SMH

Today

10.3%most shared, VIG and SMH

ILITVIGSMH

ILIT—0.1%0.0%

VIG0.1%—10.3%

SMH0.0%10.3%—

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

VIGWorst drop−7.9%10.8% 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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026