Compare · 3 funds side by side · dividends reinvested

IVES, SMH and VIG

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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 incomeVIG · 1.45% · $145 a year on $10k

Story of the three · RiskSmallest drop

IVES, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.5

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 · SMH 2011 · VIG 2006

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, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

IVES0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IVES, SMH, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

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 Income: IVES vs VIG

YTD

WedbushIVES

+14.9%

VIGVanguard

+16.0%

+14.9%Year to date+16.0%

−21.5%Worst drop · 1Y−7.9%

31.1%Volatility · 1Y11.0%

0.4%Yield1.4%

$835MAssets$109B

4–0VIG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.45%highest, VIG

FundTrailing yieldYield$10k

VIG1.45%$145

IVES0.36%$36

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

SMH$22 − $35 = −$13

IVES$36 − $75 = −$39

KeptFee

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

Overlap: IVES, SMH, VIG

Today

25.5%most shared, IVES and SMH

IVESSMHVIG

IVES—25.5%15.0%

SMH25.5%—10.3%

VIG15.0%10.3%—

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

VIGWorst drop−7.9%11.0% 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

VIGSMH

+16.0%Year to date+40.8%

1.4%Yield0.2%

+17.8%Past year+41.7%

0.04%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+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

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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IVES, SMH and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three