Compare · 2 funds side by side · dividends reinvested

SEMI and SPY

SEMIColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SEMI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Columbia Select Technology ETFSectors · Technology0.75%3.88%+15.7%+11.4%+29.7%[…]−15.4%28.7%$40M1.6

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: SEMI 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Select Technology ETF · $40M[…]

SEMI

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

SEMIMeasureSPY

+15.7%Year to dateJan 1 → Nov 4+13.3%

+11.4%1 yearTotal return+13.4%

+29.7%3 years · per year$10,000 became $21,796 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

3.88%Trailing 12-mo yield$388 · $99 a year on $10k0.99%

−15.4%Worst dropSmaller is better−8.9%

28.7%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

SEMI vs SPY: Top 5 Holdings

Today

SEMI

43.3%in top 5

SPY

in top 527.3%

SEMIStockSPY

14.5%NVDA7.7%

8.6%AAPL7.4%

7.2%AVGOnot top 5

6.9%MSFT5.9%

6.1%MUnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common41.6%

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

SEMI vs SPY Returns, Every Period

Columbia ThreadneedleSEMI

+11.4%

past year

SPYSPDR

+13.4%

past year

SEMISPYFaded: behind in that period

2–1SEMI wins

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

Sector vs Core: SEMI vs SPY

YTD

Columbia ThreadneedleSEMI

+15.7%

SPYSPDR

+13.3%

+15.7%Year to date+13.3%

−15.4%Worst drop · 1Y−8.9%

28.7%Volatility · 1Y12.9%

3.9%Yield1.0%

$40.4MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: SEMI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEMI0.75%$75

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

Yields: SEMI, SPY

3.88%highest, SEMI

FundTrailing yieldYield$10k

SEMI3.88%$388

SPY0.99%$99

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

Income After Fees on $10,000

$313most kept, SEMI

SEMI$388 − $75 = $313

SPY$99 − $9 = $90

KeptFee

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

Overlap: SEMI, SPY

Today

41.6%most shared, SEMI and SPY

SEMISPY

SEMI—41.6%

SPY41.6%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

SEMIWorst drop−15.4%28.7% vol

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

Paid More vs Made More

YTD

SEMISPY

+15.7%Year to date+13.3%

3.9%Yield1.0%

+11.4%Past year+13.4%

0.75%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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