Compare · 3 funds side by side · dividends reinvested

IVES, SMH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

IVES, SMH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.37%+12.2%+7.8%[…][…]−21.5%31.1%$767M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVES 2025 · SMH 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dan Ives Wedbush AI Revolution ETF · $767M[…]

IVES

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 25.1% in common

IVESMeasureSMH

+12.2%Year to dateJan 1 → Nov 9+35.3%

+7.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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

0.37%Trailing 12-mo yield$37 · $23 a year on $10k0.23%

−21.5%Worst dropSmaller is better−33.1%

31.1%VolatilityLower is calmer43.1%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVES vs SMH: Top 5 Holdings

Today

IVES

27.0%in top 5

SMH

in top 547.7%

IVESStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

5.7%MSFTnot top 5

5.7%AAPLnot top 5

not top 5AVGO5.7%

5.7%AMZNnot top 5

not top 5AMD5.4%

5.2%TSLAnot top 5

4.7%METAnot top 5

Held in common25.1%

End-of-day Nov 9, 2026 · share of each fund

IVES vs SMH Returns, Every Period

WedbushIVES

+7.8%

past year

SMHVanEck

+39.3%

past year

IVESSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Core: IVES vs VOO

YTD

WedbushIVES

+12.2%

VOOVanguard

+11.3%

+12.2%Year to date+11.3%

−21.5%Worst drop · 1Y−8.9%

31.1%Volatility · 1Y13.7%

0.4%Yield1.1%

$767MAssets$1.00T

3–1VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVES, SMH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SMH0.35%$35

IVES0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IVES, SMH, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

IVES0.37%$37

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SMH$23 − $35 = −$12

IVES$37 − $75 = −$38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IVES, SMH, VOO

Today

35.8%most shared, IVES and VOO

IVESSMHVOO

IVES—25.1%35.8%

SMH25.1%—18.8%

VOO35.8%18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VOOWorst drop−8.9%13.7% vol

IVESWorst drop−21.5%31.1% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSMH

+11.3%Year to date+35.3%

1.1%Yield0.2%

+13.6%Past year+39.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026