Compare · 3 funds side by side · dividends reinvested

IVES, FTEC and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeFTEC · 0.41% · $41 a year on $10k

Story of the three · RiskSmallest drop

IVES, FTEC and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.41%+20.5%+17.6%+28.5%+16.1%−17.7%26.8%$20.8B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.36%+14.2%+8.4%[…][…]−21.5%31.1%$835M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVES 2025 · FTEC 2013 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Information Technology Index ETF · $20.8B$21,131

FTEC

SMH

VanEck Semiconductor ETF · $63.5B$35,140

$10,000 five years ago, dividends reinvested · they hold 36.6% in common

FTEC

More Ways to See the Pairs

FTEC vs SMH: Top 5 Holdings

Today

FTEC

54.4%in top 5

SMH

in top 545.9%

FTECStockSMH

18.8%AAPLnot top 5

14.8%NVDA17.7%

12.5%MSFTnot top 5

not top 5TSM10.0%

4.5%AVGO

Cost, Income and Risk

Fees: IVES, FTEC, SMH

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

SMH0.35%$35

IVES0.75%$75

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVES, FTEC, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SMH

+20.5%Year to dateJan 1 → Nov 12+39.3%

+17.6%1 yearTotal return+43.4%

+28.5%3 years · per year$10,000 became $21,194 · $33,705+49.9%

+16.1%5 years · per year$10,000 became $21,131 · $35,140+28.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.41%Trailing 12-mo yield$41 · $22 a year on $10k0.22%

−17.7%Worst dropSmaller is better−33.1%

26.8%VolatilityLower is calmer43.2%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.1%

not top 5TXN6.0%

not top 5AMD6.0%

3.8%MUnot top 5

Held in common36.6%

End-of-day Nov 12, 2026 · share of each fund

FTEC vs SMH Returns, Every Period

5Y

FidelityFTEC

+16.1%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

FTECSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: FTEC vs IVES

YTD

FidelityFTEC

+20.5%

IVESWedbush

+14.2%

+20.5%Year to date+14.2%

−17.7%Worst drop · 1Y−21.5%

26.8%Volatility · 1Y31.1%

0.4%Yield0.4%

$20.8BAssets$835M

3–0FTEC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

0.41%highest, FTEC

FundTrailing yieldYield$10k

FTEC0.41%$41

IVES0.36%$36

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$33most kept, FTEC

FTEC$41 − $8 = $33

SMH$22 − $35 = −$13

IVES$36 − $75 = −$39

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVES, FTEC, SMH

Today

36.6%most shared, FTEC and SMH

IVESFTECSMH

IVES—34.2%26.3%

FTEC34.2%—36.6%

SMH26.3%36.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

FTECWorst drop−17.7%26.8% vol

IVESWorst drop−21.5%31.1% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FTECSMH

+20.5%Year to date+39.3%

0.4%Yield0.2%

+17.6%Past year+43.4%

0.08%Fee0.35%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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IVES, FTEC and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three