Compare · 3 funds side by side · dividends reinvested

PHOX, VIG and SMH

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

02 / 04

PHOX, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.5

Aura AI Photonics ETFThematic · AI & semis0.60%0.00%[…][…][…][…][…][…]$2M3.0

Rank among the three1st → 3rdFee, 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: PHOX 2026 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aura AI Photonics ETF · $2M[…]

PHOX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

PHOXMeasureVIG

[…]Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

0–2VIG wins

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

More Ways to See the Pairs

PHOX vs VIG: Top 5 Holdings

Today

PHOX

35.0%in top 5

VIG

in top 522.1%

PHOXStockVIG

8.1%300308.Snot top 5

7.2%COHRnot top 5

6.9%CRDOnot top 5

6.5%300502.Snot top 5

6.3%LITEnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common5.2%

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

PHOX vs VIG Returns, Every Period

AuraPHOX

[…]

past year

VIGVanguard

+14.3%

past year

Returns […]

PHOXVIGFaded: behind in that period

0–0Level

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

Thematic vs Income: PHOX vs VIG

YTD

AuraPHOX

[…]

VIGVanguard

+12.1%

[…]Year to date+12.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

0.0%Yield1.5%

$2.1MAssets$109B

1–0VIG wins

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

Cost, Income and Risk

Fees: PHOX, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

PHOX0.60%$60

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

Yields: PHOX, VIG, SMH

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SMH0.24%$24

PHOX0.00%$0

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

PHOX$0 − $60 = −$60

KeptFee

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

Overlap: PHOX, VIG, SMH

Today

10.3%most shared, VIG and SMH

PHOXVIGSMH

PHOX—5.2%8.9%

VIG5.2%—10.3%

SMH8.9%10.3%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

SMHWorst drop−33.1%42.9% vol

PHOXWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGSMH

+12.1%Year to date+28.8%

1.5%Yield0.2%

+14.3%Past year+29.5%

0.04%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026