Compare · 3 funds side by side · dividends reinvested

SCHD, 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

SCHD, SMH and SOXX, 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%$120B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SCHDMeasureSMH

+32.3%Year to dateJan 1 → Nov 5+24.3%

+38.7%1 yearTotal return+27.3%

+20.3%3 years · per year$10,000 became $17,414 · $32,662+48.4%

+10.4%5 years · per year$10,000 became $16,375 · $33,824+27.6%

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.98%Trailing 12-mo yield$298 · $25 a year on $10k0.25%

−6.9%Worst dropSmaller is better−33.1%

11.7%VolatilityLower is calmer42.8%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs SMH: Top 5 Holdings

Today

SCHD

21.7%in top 5

SMH

in top 547.4%

SCHDStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

4.7%TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common8.6%

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

SCHD vs SMH Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

SCHDSMHFaded: behind in that period

2–2Level

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

Income vs Thematic: SCHD vs SOXX

YTD

SchwabSCHD

+32.3%

SOXXiShares

+31.6%

+32.3%Year to date+31.6%

−6.9%Worst drop · 1Y−39.5%

11.7%Volatility · 1Y49.4%

3.0%Yield0.9%

$120BAssets$37.6B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SMH, SOXX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

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

Yields: SCHD, SMH, SOXX

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SOXX0.95%$95

SMH0.25%$25

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SCHD, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

SCHDSMHSOXX

SCHD—8.6%8.6%

SMH8.6%—69.8%

SOXX8.6%69.8%—

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

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

SCHDSOXX

+32.3%Year to date+31.6%

3.0%Yield0.9%

+38.7%Past year+34.0%

0.06%Fee0.33%

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

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