Compare · 2 funds side by side · dividends reinvested

JHAI and SMH

JHAIJanus Henderson×SMHVanEck×

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

JHAI and SMH, 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%$65.8B1.4

Janus Henderson Global Artificial Intelligence ETFThematic · AI & semis0.59%0.35%+13.4%+7.7%[…][…]−19.4%32.1%$28M1.5

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: JHAI 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Global Artificial Intelligence ETF · $28M[…]

JHAI

SMH

VanEck Semiconductor ETF · $65.8B$38,820

$10,000 five years ago, dividends reinvested · they hold 45.7% in common

JHAIMeasureSMH

+13.4%Year to dateJan 1 → Nov 4+40.0%

+7.7%1 yearTotal return+38.2%

[…]3 years · per year$10,000 became […] · $37,049+54.7%

[…]5 years · per year$10,000 became […] · $38,820+31.2%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

0.35%Trailing 12-mo yield$35 · $22 a year on $10k0.22%

−19.4%Worst dropSmaller is better−24.6%

32.1%VolatilityLower is calmer41.2%

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

3–3Level

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

More Ways to See the Pairs

JHAI vs SMH: Top 5 Holdings

Today

JHAI

46.0%in top 5

SMH

in top 547.1%

JHAIStockSMH

13.9%NVDA20.6%

15.5%TSM9.6%

6.4%MSFTnot top 5

not top 5TXN6.0%

not top 5AVGO5.8%

5.4%MUnot top 5

not top 5AMD5.2%

4.8%AMZNnot top 5

Held in common45.7%

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

JHAI vs SMH Returns, Every Period

Janus HendersonJHAI

+7.7%

past year

SMHVanEck

+38.2%

past year

JHAISMHFaded: behind in that period

0–2SMH wins

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

JHAI vs SMH

YTD

Janus HendersonJHAI

+13.4%

SMHVanEck

+40.0%

+13.4%Year to date+40.0%

−19.4%Worst drop · 1Y−24.6%

32.1%Volatility · 1Y41.2%

0.3%Yield0.2%

$27.7MAssets$65.8B

3–1JHAI wins

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

Cost, Income and Risk

Fees: JHAI, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JHAI0.59%$59

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

Yields: JHAI, SMH

0.35%highest, JHAI

FundTrailing yieldYield$10k

JHAI0.35%$35

SMH0.22%$22

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

JHAI$35 − $59 = −$24

KeptFee

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

Overlap: JHAI, SMH

Today

45.7%most shared, JHAI and SMH

JHAISMH

JHAI—45.7%

SMH45.7%—

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

JHAIWorst drop−19.4%32.1% 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

JHAISMH

+13.4%Year to date+40.0%

0.3%Yield0.2%

+7.7%Past year+38.2%

0.59%Fee0.35%

3–1SMH wins

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

$44.3BAssets$65.8B

2–0SOXX wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026