Compare · 3 funds side by side · dividends reinvested

ROBT, SCHD and SMH

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

02 / 04

ROBT, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

First Trust Nasdaq Artificial Intelligence and Robotics ETFThematic · AI & semis0.65%0.02%+0.7%−3.0%+12.4%−1.0%−20.5%25.8%$719M2.8

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: ROBT 2018 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $719M$9,519

ROBT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

ROBTMeasureSCHD

+0.7%Year to dateJan 1 → Nov 5+32.3%

−3.0%1 yearTotal return+38.7%

+12.4%3 years · per year$10,000 became $14,213 · $17,414+20.3%

−1.0%5 years · per year$10,000 became $9,519 · $16,375+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.02%Trailing 12-mo yield$2 · $298 a year on $10k2.98%

−20.5%Worst dropSmaller is better−6.9%

25.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

ROBT vs SCHD: Top 5 Holdings

Today

ROBT

10.2%in top 5

SCHD

in top 521.7%

ROBTStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.3%OCDO.Lnot top 5

2.1%ISRGnot top 5

2.0%TEMnot top 5

1.9%APPNnot top 5

1.9%RXRXnot top 5

Held in common0.8%

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

ROBT vs SCHD Returns, Every Period

First TrustROBT

−1.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ROBTSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: ROBT vs SCHD

YTD

First TrustROBT

+0.7%

SCHDSchwab

+32.3%

+0.7%Year to date+32.3%

−20.5%Worst drop · 1Y−6.9%

25.8%Volatility · 1Y11.7%

0.0%Yield3.0%

$719MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ROBT, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

ROBT0.65%$65

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

Yields: ROBT, SCHD, SMH

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SMH0.25%$25

ROBT0.02%$2

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

ROBT$2 − $65 = −$63

KeptFee

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

Overlap: ROBT, SCHD, SMH

Today

11.2%most shared, ROBT and SMH

ROBTSCHDSMH

ROBT—0.8%11.2%

SCHD0.8%—8.6%

SMH11.2%8.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ROBTWorst drop−20.5%25.8% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

SCHDSMH

+32.3%Year to date+24.3%

3.0%Yield0.2%

+38.7%Past year+27.3%

0.06%Fee0.35%

4–0SCHD 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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX 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