Compare · 4 funds side by side · dividends reinvested

NLR, SMRF, CIBR and SMH

NLRVanEck×SMRFALPS×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

NLR, SMRF, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.1

VanEck Uranium and Nuclear ETFThematic · Nuclear & uranium0.52%3.35%−23.9%−28.5%+12.2%+13.7%−48.5%44.2%$2.9B2.5

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFThematic · Nuclear & uranium0.65%1.82%[…][…][…][…][…][…]$13M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: NLR 2007 · SMRF 2026 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Uranium and Nuclear ETF · $2.9B$18,995

NLR

SMRF

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 56.8% in common

NLRMeasureSMRF

−23.9%Year to dateJan 1 → Nov 9[…]

−28.5%1 yearTotal return[…]

+12.2%3 years · per year$10,000 became $14,143 · […][…]

+13.7%5 years · per year$10,000 became $18,995 · […][…]

0.52%Expense ratio$52 · $65 a year on $10k · lower is better0.65%

3.35%Trailing 12-mo yield$335 · $182 a year on $10k1.82%

−48.5%Worst dropSmaller is better[…]

44.2%VolatilityLower is calmer[…]

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

2–0NLR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NLR vs SMRF: Top 5 Holdings

Today

NLR

41.9%in top 5

SMRF

in top 525.4%

NLRStockSMRF

9.7%PEGnot top 5

9.4%CEGnot top 5

8.0%FORTUM.Hnot top 5

7.8%CCJ4.5%

6.9%1816.HK6.0%

not top 5NXE5.3%

not top 5KAP.IL5.0%

not top 5BWXT4.7%

Held in common56.8%

End-of-day Nov 9, 2026 · share of each fund

NLR vs SMRF Returns, Every Period

VanEckNLR

−28.5%

past year

SMRFALPS

[…]

past year

Returns […]

NLRSMRFFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

NLR vs SMRF

YTD

VanEckNLR

−23.9%

SMRFALPS

[…]

−23.9%Year to date[…]

−48.5%Worst drop · 1Y[…]

44.2%Volatility · 1Y[…]

3.4%Yield1.8%

$2.9BAssets$13.2M

1–0NLR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NLR, SMRF, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

NLR0.52%$52

CIBR0.58%$58

SMRF0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NLR, SMRF, CIBR, SMH

3.35%highest, NLR

FundTrailing yieldYield$10k

NLR3.35%$335

SMRF1.82%$182

CIBR0.42%$42

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$283most kept, NLR

NLR$335 − $52 = $283

SMRF$182 − $65 = $117

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NLR, SMRF, CIBR, SMH

Today

56.8%most shared, NLR and SMRF

NLRSMRFCIBRSMH

NLR—56.8%0.0%0.0%

SMRF56.8%—0.0%3.7%

CIBR0.0%0.0%—5.7%

SMH0.0%3.7%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

NLRWorst drop−48.5%44.2% vol

SMRFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NLRSMH

−23.9%Year to date+35.3%

3.4%Yield0.2%

−28.5%Past year+39.3%

0.52%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026