Compare · 2 funds side by side · dividends reinvested

SHLD and SMH

SHLDGlobal X×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$39,579SMH · best of the two

02 / 04

SHLD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.3

Global X - Defense Tech ETFThematic · Defense & space0.50%0.67%−1.9%−6.6%+37.0%[…]−25.4%25.1%$6.6B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SHLD 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.8B$39,579

SMH

SHLD

Global X - Defense Tech ETF · $6.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMHMeasureSHLD

+44.0%Year to dateJan 1 → Nov 3−1.9%

+43.3%1 yearTotal return−6.6%

+56.1%3 years · per year$10,000 became $38,001 · $25,691+37.0%

+31.7%5 years · per year$10,000 became $39,579 · […][…]

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.21%Trailing 12-mo yield$21 · $67 a year on $10k0.67%

−24.6%Worst dropSmaller is better−25.4%

41.1%VolatilityLower is calmer25.1%

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

5–2SMH wins

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

More Ways to See the Pairs

SMH vs SHLD: Top 5 Holdings

Today

SMH

46.9%in top 5

SHLD

in top 546.9%

SMHStockSHLD

20.5%NVDAnot top 5

not top 5PLTR11.0%

not top 5LMT9.7%

9.7%TSMnot top 5

not top 5RTX9.2%

not top 5GD8.8%

not top 5NOC8.2%

5.9%TXNnot top 5

5.7%AVGOnot top 5

5.1%AMDnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SMH vs SHLD Returns, Every Period

VanEckSMH

+43.3%

past year

SHLDGlobal X

−6.6%

past year

SMHSHLDFaded: behind in that period

3–0SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMH vs SHLD

YTD

VanEckSMH

+44.0%

SHLDGlobal X

−1.9%

+44.0%Year to date−1.9%

−24.6%Worst drop · 1Y−25.4%

41.1%Volatility · 1Y25.1%

0.2%Yield0.7%

$65.8BAssets$6.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SHLD, SMH

0.67%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.67%$67

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SHLD, SMH

Today

0.0%most shared, SHLD and SMH

SHLDSMH

SHLD—0.0%

SMH0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.3%SMH, at 41.1% volatility

SHLDWorst drop−25.4%25.1% vol

SMHWorst drop−24.6%41.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSMH

−1.9%Year to date+44.0%

0.7%Yield0.2%

−6.6%Past year+43.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026