Compare · 3 funds side by side · dividends reinvested

PWRD, SMH and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

PWRD, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B1.8

TCW Transform Systems ETFUnsorted0.75%0.07%−6.6%−9.9%+21.6%[…]−27.0%29.9%$1.3B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PWRD 2022 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform Systems ETF · $1.3B[…]

PWRD

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

PWRDMeasureSMH

−6.6%Year to dateJan 1 → Nov 5+24.3%

−9.9%1 yearTotal return+27.3%

+21.6%3 years · per year$10,000 became $17,961 · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.07%Trailing 12-mo yield$7 · $25 a year on $10k0.25%

−27.0%Worst dropSmaller is better−33.1%

29.9%VolatilityLower is calmer42.8%

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

2–5SMH wins

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

More Ways to See the Pairs

PWRD vs SMH: Top 5 Holdings

Today

PWRD

32.9%in top 5

SMH

in top 547.4%

PWRDStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

9.4%GEnot top 5

7.6%UNPnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

5.3%VGnot top 5

5.3%XOMnot top 5

5.3%SAF.PAnot top 5

Held in common10.9%

End-of-day Nov 5, 2026 · share of each fund

PWRD vs SMH Returns, Every Period

TCWPWRD

−9.9%

past year

SMHVanEck

+27.3%

past year

PWRDSMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Thematic: PWRD vs SOXX

YTD

TCWPWRD

−6.6%

SOXXiShares

+31.6%

−6.6%Year to date+31.6%

−27.0%Worst drop · 1Y−39.5%

29.9%Volatility · 1Y49.4%

0.1%Yield0.8%

$1.3BAssets$37.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWRD, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

PWRD0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PWRD, SMH, SOXX

0.78%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.78%$78

SMH0.25%$25

PWRD0.07%$7

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, SOXX

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

PWRD$7 − $75 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PWRD, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

PWRDSMHSOXX

PWRD—10.9%10.9%

SMH10.9%—69.8%

SOXX10.9%69.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

PWRDWorst drop−27.0%29.9% vol

SMHWorst drop−33.1%42.8% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSMH

+31.6%Year to date+24.3%

0.8%Yield0.2%

+34.0%Past year+27.3%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026