Compare · 4 funds side by side · dividends reinvested

LFSC, SURI, SOXX and SMH

LFSCEmerald×SURISimplify×SOXXiShares×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

LFSC, SURI, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

F/M Emerald Life Sciences Innovation ETFThematic · Disruptive tech0.79%0.00%+22.6%+42.8%[…][…]−17.6%28.8%$127M2.3

Simplify Propel Opportunities ETFUnsorted2.84%17.01%+8.0%+16.6%+11.3%[…]−19.2%20.9%$72M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LFSC 2024 · SURI 2023 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

F/M Emerald Life Sciences Innovation ETF · $127M[…]

LFSC

SURI

Simplify Propel Opportunities ETF · $72M[…]

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

LFSCMeasureSURI

+22.6%Year to dateJan 1 → Nov 6+8.0%

+42.8%1 yearTotal return+16.6%

[…]3 years · per year$10,000 became […] · $13,773+11.3%

[…]5 years · per year[…]

0.79%Expense ratio$79 · $284 a year on $10k · lower is better2.84%

0.00%Trailing 12-mo yield$0 · $1,701 a year on $10k17.01%

−17.6%Worst dropSmaller is better−19.2%

28.8%VolatilityLower is calmer20.9%

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

4–2LFSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LFSC vs SURI: Top 5 Holdings

Today

LFSC

34.9%in top 5

SURI

in top 567.6%

LFSCStockSURI

not top 5PAGP47.4%

10.3%REPLnot top 5

not top 5ACHV9.0%

8.0%LIVNnot top 5

5.8%COGTnot top 5

5.7%TVTXnot top 5

5.1%BLLNnot top 5

not top 5DCTH4.6%

not top 5MIST3.6%

not top 5COLL3.1%

Held in common2.6%

End-of-day Nov 6, 2026 · share of each fund

LFSC vs SURI Returns, Every Period

EmeraldLFSC

+42.8%

past year

SURISimplify

+16.6%

past year

LFSCSURIFaded: behind in that period

2–0LFSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: LFSC vs SURI

YTD

EmeraldLFSC

+22.6%

SURISimplify

+8.0%

+22.6%Year to date+8.0%

−17.6%Worst drop · 1Y−19.2%

28.8%Volatility · 1Y20.9%

0.0%Yield17.0%

$127MAssets$72.3M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LFSC, SURI, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

LFSC0.79%$79

SURI2.84%$284

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LFSC, SURI, SOXX, SMH

17.01%highest, SURI

FundTrailing yieldYield$10k

SURI17.01%$1,701

SOXX0.76%$76

SMH0.24%$24

LFSC0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,417most kept, SURI

SURI$1,701 − $284 = $1,417

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

LFSC$0 − $79 = −$79

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LFSC, SURI, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

LFSCSURISOXXSMH

LFSC—2.6%0.0%0.0%

SURI2.6%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+42.8%LFSC, at 28.8% volatility

SURIWorst drop−19.2%20.9% vol

LFSCWorst drop−17.6%28.8% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SURISOXX

+8.0%Year to date+36.2%

17.0%Yield0.8%

+16.6%Past year+34.5%

2.84%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026