Compare · 2 funds side by side · dividends reinvested

PWER and SOXX

PWERNomura×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,442SOXX · best of the two

02 / 04

PWER and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B1.4

Nomura Energy Transition ETFSectors · Energy0.79%1.13%+24.4%+33.2%[…][…]−13.7%22.3%$12M1.5

Rank among the two1st → 2ndFee, 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: PWER 2023 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

SOXX

iShares Semiconductor ETF · $37.5B$28,442

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

PWERMeasureSOXX

+24.4%Year to dateJan 1 → Nov 9+46.5%

+33.2%1 yearTotal return+48.5%

[…]3 years · per year$10,000 became […] · $29,015+42.6%

[…]5 years · per year$10,000 became […] · $28,442+23.3%

0.79%Expense ratio$79 · $33 a year on $10k · lower is better0.33%

1.13%Trailing 12-mo yield$113 · $28 a year on $10k0.28%

−13.7%Worst dropSmaller is better−39.5%

22.3%VolatilityLower is calmer49.8%

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

3–3Level

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

More Ways to See the Pairs

PWER vs SOXX: Top 5 Holdings

Today

PWER

20.3%in top 5

SOXX

in top 539.1%

PWERStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

4.6%EOGnot top 5

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common0.0%

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

PWER vs SOXX Returns, Every Period

NomuraPWER

+33.2%

past year

SOXXiShares

+48.5%

past year

PWERSOXXFaded: behind in that period

0–2SOXX wins

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

Sector vs Thematic: PWER vs SOXX

YTD

NomuraPWER

+24.4%

SOXXiShares

+46.5%

+24.4%Year to date+46.5%

−13.7%Worst drop · 1Y−39.5%

22.3%Volatility · 1Y49.8%

1.1%Yield0.3%

$11.7MAssets$37.5B

3–1PWER wins

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

Cost, Income and Risk

Fees: PWER, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

PWER0.79%$79

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

Yields: PWER, SOXX

1.13%highest, PWER

FundTrailing yieldYield$10k

PWER1.13%$113

SOXX0.28%$28

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

Income After Fees on $10,000

$34most kept, PWER

PWER$113 − $79 = $34

SOXX$28 − $33 = −$5

KeptFee

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

Overlap: PWER, SOXX

Today

0.0%most shared, PWER and SOXX

PWERSOXX

PWER—0.0%

SOXX0.0%—

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

Return vs Bumpiness: 2 ETFs

+48.5%SOXX, at 49.8% volatility

PWERWorst drop−13.7%22.3% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

PWERSOXX

+24.4%Year to date+46.5%

1.1%Yield0.3%

+33.2%Past year+48.5%

0.79%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

$37.5BAssets$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%

$122BAssets$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