Compare · 2 funds side by side · dividends reinvested

SMH and VGT

Not found: IYF, FDFF

SMHVanEck×VGTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two

02 / 04

SMH and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$38,820

SMH

VGT

Vanguard Information Technology ETF · $155B$22,311

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

SMHMeasureVGT

+40.0%Year to dateJan 1 → Nov 4+23.1%

+38.2%1 yearTotal return+16.7%

+54.7%3 years · per year$10,000 became $37,049 · $23,217+32.4%

+31.2%5 years · per year$10,000 became $38,820 · $22,311+17.4%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.22%Trailing 12-mo yield$22 · $41 a year on $10k0.41%

−24.6%Worst dropSmaller is better−15.8%

41.2%VolatilityLower is calmer25.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs VGT: Top 5 Holdings

Today

SMH

47.1%in top 5

VGT

in top 553.2%

SMHStockVGT

20.6%NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

9.6%TSMnot top 5

6.0%TXNnot top 5

5.8%AVGO4.1%

5.2%AMDnot top 5

not top 5MU4.5%

Held in common41.3%

End-of-day Nov 4, 2026 · share of each fund

SMH vs VGT Returns, Every Period

VanEckSMH

+31.2%

5 years, per year

VGTVanguard

+17.4%

5 years, per year

SMHVGTFaded: behind in that period

4–0SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: SMH vs VGT

YTD

VanEckSMH

+40.0%

VGTVanguard

+23.1%

+40.0%Year to date+23.1%

−24.6%Worst drop · 1Y−15.8%

41.2%Volatility · 1Y25.5%

0.2%Yield0.4%

$65.4BAssets$155B

3–1VGT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMH, VGT

0.41%highest, VGT

FundTrailing yieldYield$10k

VGT0.41%$41

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$32most kept, VGT

VGT$41 − $9 = $32

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMH, VGT

Today

41.3%most shared, SMH and VGT

SMHVGT

SMH—41.3%

VGT41.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

VGTWorst drop−15.8%25.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VGTSMH

+23.1%Year to date+40.0%

0.4%Yield0.2%

+16.7%Past year+38.2%

0.09%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026