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$36,977SMH · 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%+21.2%+17.2%+29.2%+16.6%−17.7%26.8%$20.8B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.36%+14.9%+7.7%[…][…]−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 11, 2026 · returns include dividends · since: IVES 2025 · FTEC 2013 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dan Ives Wedbush AI Revolution ETF · $835M[…]

IVES

SMH

VanEck Semiconductor ETF · $63.5B$36,977

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

IVESMeasure

More Ways to See the Pairs

IVES vs SMH: Top 5 Holdings

Today

IVES

27.2%in top 5

SMH

in top 546.3%

IVESStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

4.9%AVGO6.2%

not top 5TXN6.1%

not top 5AMD

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 11, 2026 · fee on $10,000 a year

Yields: IVES, FTEC, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SMH

+14.9%Year to dateJan 1 → Nov 11+40.8%

+7.7%1 yearTotal return+41.7%

[…]3 years · per year$10,000 became […] · $34,270+50.8%

[…]5 years · per year$10,000 became […] · $36,977+29.9%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.36%Trailing 12-mo yield$36 · $22 a year on $10k0.22%

−21.5%Worst dropSmaller is better−33.1%

31.1%VolatilityLower is calmer43.2%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%

5.7%AMZNnot top 5

5.6%AAPLnot top 5

5.6%MSFTnot top 5

5.3%TSLAnot top 5

Held in common25.5%

End-of-day Nov 11, 2026 · share of each fund

IVES vs SMH Returns, Every Period

1Y

WedbushIVES

+7.7%

past year

SMHVanEck

+41.7%

past year

IVESSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: IVES vs FTEC

YTD

WedbushIVES

+14.9%

FTECFidelity

+21.2%

+14.9%Year to date+21.2%

−21.5%Worst drop · 1Y−17.7%

31.1%Volatility · 1Y26.8%

0.4%Yield0.4%

$835MAssets$20.8B

3–0FTEC wins

End-of-day Nov 11, 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 11, 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 11, 2026 · yield in dollars minus the fee

Overlap: IVES, FTEC, SMH

Today

35.9%most shared, FTEC and SMH

IVESFTECSMH

IVES—34.1%25.5%

FTEC34.1%—35.9%

SMH25.5%35.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%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 11, 2026 · up and left is better

Paid More vs Made More

YTD

FTECSMH

+21.2%Year to date+40.8%

0.4%Yield0.2%

+17.2%Past year+41.7%

0.08%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 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