Compare · 3 funds side by side · dividends reinvested

SHLD, SOXX and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeSHLD · 0.69% · $69 a year on $10k

Story of the three · RiskSmallest drop

SHLD, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+55.1%+54.9%+44.2%+24.1%−39.5%50.1%$43.8B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.9

Global X - Defense Tech ETFThematic · Defense & space0.50%0.69%−4.8%−5.6%+32.9%[…]−25.4%26.1%$6.1B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: SHLD 2023 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - Defense Tech ETF · $6.1B[…]

SHLD

SOXX

iShares Semiconductor ETF · $43.8B$29,410

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

SHLDMeasure

More Ways to See the Pairs

SHLD vs SOXX: Top 5 Holdings

Today

SHLD

47.0%in top 5

SOXX

in top 538.5%

SHLDStockSOXX

10.4%PLTRnot top 5

not top 5AMD10.1%

9.6%LMTnot top 5

9.6%RTXnot top 5

9.0%GDnot top 5

Cost, Income and Risk

Fees: SHLD, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

SHLD0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SHLD, SOXX, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SOXX

−4.8%Year to dateJan 1 → Nov 11+55.1%

−5.6%1 yearTotal return+54.9%

+32.9%3 years · per year$10,000 became $23,495 · $29,988+44.2%

[…]5 years · per year$10,000 became […] · $29,410+24.1%

0.50%Expense ratio$50 · $33 a year on $10k · lower is better0.33%

0.69%Trailing 12-mo yield$69 · $27 a year on $10k0.27%

−25.4%Worst dropSmaller is better−39.5%

26.1%VolatilityLower is calmer50.1%

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

3–4SOXX wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

8.3%NOCnot top 5

not top 5AVGO8.3%

not top 5NVDA7.1%

not top 5MU7.0%

not top 5INTC6.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SHLD vs SOXX Returns, Every Period

1Y

Global XSHLD

−5.6%

past year

SOXXiShares

+54.9%

past year

SHLDSOXXFaded: behind in that period

0–3SOXX wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SHLD vs SOXX

YTD

Global XSHLD

−4.8%

SOXXiShares

+55.1%

−4.8%Year to date+55.1%

−25.4%Worst drop · 1Y−39.5%

26.1%Volatility · 1Y50.1%

0.7%Yield0.3%

$6.1BAssets$43.8B

3–1SHLD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.69%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.69%$69

SOXX0.27%$27

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$19most kept, SHLD

SHLD$69 − $50 = $19

SOXX$27 − $33 = −$6

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SHLD, SOXX, SMH

Today

70.4%most shared, SOXX and SMH

SHLDSOXXSMH

SHLD—0.0%0.0%

SOXX0.0%—70.4%

SMH0.0%70.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+54.9%SOXX, at 50.1% volatility

SHLDWorst drop−25.4%26.1% vol

SMHWorst drop−33.1%43.2% vol

SOXXWorst drop−39.5%50.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SHLDSOXX

−4.8%Year to date+55.1%

0.7%Yield0.3%

−5.6%Past year+54.9%

0.50%Fee0.33%

3–1SOXX wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SHLD, SOXX and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three