Compare · 3 funds side by side · dividends reinvested

PSI, SCHD 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

PSI, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

Invesco Semiconductors ETFThematic · AI & semis0.55%0.02%+43.1%+43.3%+44.0%+21.4%−39.9%55.1%$2.2B2.3

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: PSI 2005 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Semiconductors ETF · $2.2B$26,419

PSI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

PSIMeasureSCHD

+43.1%Year to dateJan 1 → Nov 4+35.3%

+43.3%1 yearTotal return+41.6%

+44.0%3 years · per year$10,000 became $29,860 · $17,908+21.4%

+21.4%5 years · per year$10,000 became $26,419 · $16,881+11.0%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.02%Trailing 12-mo yield$2 · $291 a year on $10k2.91%

−39.9%Worst dropSmaller is better−6.9%

55.1%VolatilityLower is calmer11.5%

PSISCHD 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

PSI vs SCHD: Top 5 Holdings

Today

PSI

29.3%in top 5

SCHD

in top 521.6%

PSIStockSCHD

6.9%TXN4.8%

6.5%ADInot top 5

5.8%AMDnot top 5

5.3%MUnot top 5

4.9%KLACnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common4.8%

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

PSI vs SCHD Returns, Every Period

InvescoPSI

+21.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PSISCHDFaded: behind in that period

4–0PSI wins

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

Thematic vs Income: PSI vs SCHD

YTD

InvescoPSI

+43.1%

SCHDSchwab

+35.3%

+43.1%Year to date+35.3%

−39.9%Worst drop · 1Y−6.9%

55.1%Volatility · 1Y11.5%

0.0%Yield2.9%

$2.2BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PSI, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

PSI0.55%$55

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

Yields: PSI, SCHD, SMH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SMH0.22%$22

PSI0.02%$2

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SMH$22 − $35 = −$13

PSI$2 − $55 = −$53

KeptFee

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

Overlap: PSI, SCHD, SMH

Today

38.1%most shared, PSI and SMH

PSISCHDSMH

PSI—4.8%38.1%

SCHD4.8%—8.6%

SMH38.1%8.6%—

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

Return vs Bumpiness: 3 ETFs

+43.3%PSI, at 55.1% volatility

SCHDWorst drop−6.9%11.5% vol

SMHWorst drop−24.6%41.2% vol

PSIWorst drop−39.9%55.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPSI

+35.3%Year to date+43.1%

2.9%Yield0.0%

+41.6%Past year+43.3%

0.06%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

$42.6BAssets$65.4B

2–0SOXX 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026