Compare · 2 funds side by side · dividends reinvested

LRNZ and SOXX

LRNZTrueShares×SOXXiShares×

Versus in desk

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

02 / 04

LRNZ and SOXX, 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

TrueShares Technology, AI and Deep Learning ETFThematic · AI & semis0.68%0.00%+25.6%+15.0%+30.0%+3.3%−26.9%34.4%$39M1.8

Rank among the two1st → 2ndFee, 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: LRNZ 2020 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Technology, AI and Deep Learning ETF · $39M$11,783

LRNZ

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

LRNZMeasureSOXX

+25.6%Year to dateJan 1 → Nov 3+54.7%

+15.0%1 yearTotal return+52.2%

+30.0%3 years · per year$10,000 became $21,995 · $31,937+47.3%

+3.3%5 years · per year$10,000 became $11,783 · $31,133+25.5%

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $27 a year on $10k0.27%

−26.9%Worst dropSmaller is better−30.7%

34.4%VolatilityLower is calmer47.7%

LRNZSOXX 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

LRNZ vs SOXX: Top 5 Holdings

Today

LRNZ

32.9%in top 5

SOXX

in top 539.1%

LRNZStockSOXX

not top 5AMD9.2%

8.0%NTRAnot top 5

not top 5NVDA8.0%

not top 5MU7.9%

not top 5AVGO7.6%

7.2%CRWDnot top 5

6.6%NETnot top 5

not top 5INTC6.3%

5.6%GHnot top 5

5.5%SNOWnot top 5

Held in common26.1%

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

LRNZ vs SOXX Returns, Every Period

TrueSharesLRNZ

+3.3%

5 years, per year

SOXXiShares

+25.5%

5 years, per year

LRNZSOXXFaded: behind in that period

0–4SOXX wins

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

LRNZ vs SOXX

YTD

TrueSharesLRNZ

+25.6%

SOXXiShares

+54.7%

+25.6%Year to date+54.7%

−26.9%Worst drop · 1Y−30.7%

34.4%Volatility · 1Y47.7%

0.0%Yield0.3%

$39.3MAssets$44.3B

2–2level

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

Cost, Income and Risk

Fees: LRNZ, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

LRNZ0.68%$68

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

Yields: LRNZ, SOXX

0.27%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.27%$27

LRNZ0.00%$0

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

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

LRNZ$0 − $68 = −$68

KeptFee

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

Overlap: LRNZ, SOXX

Today

26.1%most shared, LRNZ and SOXX

LRNZSOXX

LRNZ—26.1%

SOXX26.1%—

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

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

LRNZWorst drop−26.9%34.4% vol

SOXXWorst drop−30.7%47.7% vol

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

Paid More vs Made More

YTD

SOXXLRNZ

+54.7%Year to date+25.6%

0.3%Yield0.0%

+52.2%Past year+15.0%

0.33%Fee0.68%

4–0SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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