Compare · 3 funds side by side · dividends reinvested

ROBO, SOXX 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

ROBO, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$44.3B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.9

ROBO Global Robotics and Automation Index ETFThematic · AI & semis0.95%0.39%+7.8%+7.6%+18.1%+2.5%−17.6%27.4%$1.9B2.3

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: ROBO 2013 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Robotics and Automation Index ETF · $1.9B$11,316

ROBO

SOXX

iShares Semiconductor ETF · $44.3B$30,376

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

ROBOMeasureSOXX

+7.8%Year to dateJan 1 → Nov 4+49.8%

+7.6%1 yearTotal return+46.5%

+18.1%3 years · per year$10,000 became $16,476 · $31,353+46.4%

+2.5%5 years · per year$10,000 became $11,316 · $30,376+24.9%

0.95%Expense ratio$95 · $33 a year on $10k · lower is better0.33%

0.39%Trailing 12-mo yield$39 · $28 a year on $10k0.28%

−17.6%Worst dropSmaller is better−31.2%

27.4%VolatilityLower is calmer47.8%

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

3–5SOXX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROBO vs SOXX: Top 5 Holdings

Today

ROBO

9.5%in top 5

SOXX

in top 538.7%

ROBOStockSOXX

not top 5AMD9.0%

not top 5NVDA8.2%

not top 5AVGO7.8%

not top 5MU7.8%

not top 5INTC5.9%

2.2%ISRGnot top 5

1.8%PTCnot top 5

1.8%ROKnot top 5

1.8%NOVTnot top 5

1.8%6954.Tnot top 5

Held in common5.3%

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

ROBO vs SOXX Returns, Every Period

ROBO GlobalROBO

+2.5%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

ROBOSOXXFaded: behind in that period

0–4SOXX wins

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

ROBO vs SOXX

YTD

ROBO GlobalROBO

+7.8%

SOXXiShares

+49.8%

+7.8%Year to date+49.8%

−17.6%Worst drop · 1Y−31.2%

27.4%Volatility · 1Y47.8%

0.4%Yield0.3%

$1.9BAssets$44.3B

3–1ROBO wins

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

Cost, Income and Risk

Fees: ROBO, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

ROBO0.95%$95

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

Yields: ROBO, SOXX, SMH

0.39%highest, ROBO

FundTrailing yieldYield$10k

ROBO0.39%$39

SOXX0.28%$28

SMH0.22%$22

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

ROBO$39 − $95 = −$56

KeptFee

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

Overlap: ROBO, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

ROBOSOXXSMH

ROBO—5.3%5.9%

SOXX5.3%—69.8%

SMH5.9%69.8%—

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

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

ROBOWorst drop−17.6%27.4% vol

SMHWorst drop−24.6%41.2% vol

SOXXWorst drop−31.2%47.8% vol

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

Paid More vs Made More

YTD

ROBOSOXX

+7.8%Year to date+49.8%

0.4%Yield0.3%

+7.6%Past year+46.5%

0.95%Fee0.33%

3–1SOXX wins

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%

$121BAssets$109B

2–0SCHD 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026