Compare · 2 funds side by side · dividends reinvested

ROBT and SOXX

ROBTFirst Trust×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,376SOXX · best of the two

02 / 04

ROBT and SOXX, 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%$44.3B1.3

First Trust Nasdaq Artificial Intelligence and Robotics ETFThematic · AI & semis0.65%0.02%+7.0%−0.8%+15.1%+0.6%−20.8%25.4%$717M1.8

Rank among the two1st → 2ndFee, 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: ROBT 2018 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Artificial Intelligence and Robotics ETF · $717M$10,299

ROBT

SOXX

iShares Semiconductor ETF · $44.3B$30,376

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

ROBTMeasureSOXX

+7.0%Year to dateJan 1 → Nov 4+49.8%

−0.8%1 yearTotal return+46.5%

+15.1%3 years · per year$10,000 became $15,250 · $31,353+46.4%

+0.6%5 years · per year$10,000 became $10,299 · $30,376+24.9%

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

0.02%Trailing 12-mo yield$2 · $28 a year on $10k0.28%

−20.8%Worst dropSmaller is better−31.2%

25.4%VolatilityLower is calmer47.8%

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

2–6SOXX wins

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

More Ways to See the Pairs

ROBT vs SOXX: Top 5 Holdings

Today

ROBT

10.0%in top 5

SOXX

in top 538.7%

ROBTStockSOXX

not top 5AMD9.0%

not top 5NVDA8.2%

not top 5AVGO7.8%

not top 5MU7.8%

not top 5INTC5.9%

2.2%OCDO.Lnot top 5

2.1%TEMnot top 5

2.0%ISRGnot top 5

1.9%APPNnot top 5

1.9%ILMNnot top 5

Held in common8.1%

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

ROBT vs SOXX Returns, Every Period

First TrustROBT

+0.6%

5 years, per year

SOXXiShares

+24.9%

5 years, per year

ROBTSOXXFaded: behind in that period

0–4SOXX wins

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

ROBT vs SOXX

YTD

First TrustROBT

+7.0%

SOXXiShares

+49.8%

+7.0%Year to date+49.8%

−20.8%Worst drop · 1Y−31.2%

25.4%Volatility · 1Y47.8%

0.0%Yield0.3%

$717MAssets$44.3B

2–2level

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

Cost, Income and Risk

Fees: ROBT, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ROBT0.65%$65

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

Yields: ROBT, SOXX

0.28%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.28%$28

ROBT0.02%$2

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

ROBT$2 − $65 = −$63

KeptFee

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

Overlap: ROBT, SOXX

Today

8.1%most shared, ROBT and SOXX

ROBTSOXX

ROBT—8.1%

SOXX8.1%—

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

Return vs Bumpiness: 2 ETFs

+46.5%SOXX, at 47.8% volatility

ROBTWorst drop−20.8%25.4% 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

SOXXROBT

+49.8%Year to date+7.0%

0.3%Yield0.0%

+46.5%Past year−0.8%

0.33%Fee0.65%

4–0SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

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