Compare · 3 funds side by side · dividends reinvested

LIT, SOXX and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$31,133SOXX · best of the three

02 / 04

LIT, SOXX and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.3

Global X - Lithium & Battery Tech ETFThematic · Clean energy & EV0.75%0.84%−7.0%−2.9%+8.5%−7.1%−34.4%30.4%$1.1B1.9

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$18.7B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: LIT 2010 · SOXX 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Lithium & Battery Tech ETF · $1.1B$6,921

LIT

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

LITMeasureSOXX

−7.0%Year to dateJan 1 → Nov 3+54.7%

−2.9%1 yearTotal return+52.2%

+8.5%3 years · per year$10,000 became $12,787 · $31,937+47.3%

−7.1%5 years · per year$10,000 became $6,921 · $31,133+25.5%

0.75%Expense ratio$75 · $33 a year on $10k · lower is better0.33%

0.84%Trailing 12-mo yield$84 · $27 a year on $10k0.27%

−34.4%Worst dropSmaller is better−30.7%

30.4%VolatilityLower is calmer47.7%

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

2–6SOXX wins

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

More Ways to See the Pairs

LIT vs SOXX: Top 5 Holdings

Today

LIT

38.5%in top 5

SOXX

in top 539.1%

LITStockSOXX

19.6%RIOnot top 5

not top 5AMD9.2%

not top 5NVDA8.0%

not top 5MU7.9%

not top 5AVGO7.6%

not top 5INTC6.3%

5.3%ALBnot top 5

4.9%TSLAnot top 5

4.4%006400.Knot top 5

4.3%300014.Snot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

LIT vs SOXX Returns, Every Period

Global XLIT

−7.1%

5 years, per year

SOXXiShares

+25.5%

5 years, per year

LITSOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LIT vs SOXX

YTD

Global XLIT

−7.0%

SOXXiShares

+54.7%

−7.0%Year to date+54.7%

−34.4%Worst drop · 1Y−30.7%

30.4%Volatility · 1Y47.7%

0.8%Yield0.3%

$1.1BAssets$44.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIT, SOXX, DRAM

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

DRAM0.65%$65

LIT0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LIT, SOXX, DRAM

0.84%highest, LIT

FundTrailing yieldYield$10k

LIT0.84%$84

SOXX0.27%$27

DRAM0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9most kept, LIT

LIT$84 − $75 = $9

SOXX$27 − $33 = −$6

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LIT, SOXX, DRAM

Today

3.4%most shared, SOXX and DRAM

LITSOXXDRAM

LIT—0.0%0.0%

SOXX0.0%—3.4%

DRAM0.0%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+52.2%SOXX, at 47.7% volatility

LITWorst drop−34.4%30.4% vol

SOXXWorst drop−30.7%47.7% vol

DRAMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LITSOXX

−7.0%Year to date+54.7%

0.8%Yield0.3%

−2.9%Past year+52.2%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026