Compare · 3 funds side by side · dividends reinvested

LIT, FDRV and SMH

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

02 / 04

LIT, FDRV 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%$65.8B1.5

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.81%−4.2%+1.3%+9.8%−6.5%−34.4%30.5%$1.1B2.3

Fidelity Electric Vehicles and Future Transportation ETFThematic · Clean energy & EV0.39%1.44%−6.2%−12.3%+2.6%−10.5%−31.6%27.8%$23M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: LIT 2010 · FDRV 2021 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Lithium & Battery Tech ETF · $1.1B$7,158

LIT

FDRV

Fidelity Electric Vehicles and Future Transportation ETF · $23M$5,747

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

LITMeasureFDRV

−4.2%Year to dateJan 1 → Nov 4−6.2%

+1.3%1 yearTotal return−12.3%

+9.8%3 years · per year$10,000 became $13,225 · $10,809+2.6%

−6.5%5 years · per year$10,000 became $7,158 · $5,747−10.5%

0.75%Expense ratio$75 · $39 a year on $10k · lower is better0.39%

0.81%Trailing 12-mo yield$81 · $144 a year on $10k1.44%

−34.4%Worst dropSmaller is better−31.6%

30.5%VolatilityLower is calmer27.8%

LITFDRV 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

LIT vs FDRV: Top 5 Holdings

Today

LIT

38.2%in top 5

FDRV

in top 524.7%

LITStockFDRV

19.4%RIOnot top 5

not top 50EDE.L5.8%

4.8%TSLA5.6%

5.3%ALBnot top 5

not top 5IFX.DE4.6%

4.5%300014.Snot top 5

not top 5UBER4.4%

not top 581211.HK4.3%

4.2%1211.HKnot top 5

Held in common8.5%

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

LIT vs FDRV Returns, Every Period

Global XLIT

−6.5%

5 years, per year

FDRVFidelity

−10.5%

5 years, per year

LITFDRVFaded: behind in that period

4–0LIT wins

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

LIT vs FDRV

YTD

Global XLIT

−4.2%

FDRVFidelity

−6.2%

−4.2%Year to date−6.2%

−34.4%Worst drop · 1Y−31.6%

30.5%Volatility · 1Y27.8%

0.8%Yield1.4%

$1.1BAssets$23.4M

3–1FDRV wins

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

Cost, Income and Risk

Fees: LIT, FDRV, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FDRV0.39%$39

LIT0.75%$75

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

Yields: LIT, FDRV, SMH

1.44%highest, FDRV

FundTrailing yieldYield$10k

FDRV1.44%$144

LIT0.81%$81

SMH0.22%$22

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

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

LIT$81 − $75 = $6

SMH$22 − $35 = −$13

KeptFee

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

Overlap: LIT, FDRV, SMH

Today

8.5%most shared, LIT and FDRV

LITFDRVSMH

LIT—8.5%0.0%

FDRV8.5%—1.2%

SMH0.0%1.2%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

FDRVWorst drop−31.6%27.8% vol

LITWorst drop−34.4%30.5% 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

FDRVSMH

−6.2%Year to date+40.0%

1.4%Yield0.2%

−12.3%Past year+38.2%

0.39%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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