Compare · 4 funds side by side · dividends reinvested

SKYY, PWRD, SMH and DRAM

SKYYFirst Trust×PWRDTCW×SMHVanEck×DRAMRoundhill×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

SKYY, PWRD, SMH and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.5

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+12.6%+5.7%+26.2%+5.4%−25.4%31.9%$3.2B2.0

TCW Transform Systems ETFUnsorted0.75%0.07%−4.8%−9.5%+22.0%[…]−27.0%29.9%$1.3B2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SKYY 2011 · PWRD 2022 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Cloud Computing ETF · $3.2B$12,980

SKYY

PWRD

TCW Transform Systems ETF · $1.3B[…]

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

SKYYMeasurePWRD

+12.6%Year to dateJan 1 → Nov 6−4.8%

+5.7%1 yearTotal return−9.5%

+26.2%3 years · per year$10,000 became $20,095 · $18,148+22.0%

+5.4%5 years · per year$10,000 became $12,980 · […][…]

0.60%Expense ratio$60 · $75 a year on $10k · lower is better0.75%

0.00%Trailing 12-mo yield$0 · $7 a year on $10k0.07%

−25.4%Worst dropSmaller is better−27.0%

31.9%VolatilityLower is calmer29.9%

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

5–2SKYY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SKYY vs PWRD: Top 5 Holdings

Today

SKYY

19.2%in top 5

PWRD

in top 533.9%

SKYYStockPWRD

not top 5GE9.5%

not top 5UNP7.8%

not top 5SAF.PA5.7%

not top 5XOM5.5%

not top 5VG5.4%

4.1%IBMnot top 5

4.1%MSFTnot top 5

3.9%Pnot top 5

3.9%AMZNnot top 5

3.3%NTNXnot top 5

Held in common3.1%

End-of-day Nov 6, 2026 · share of each fund

SKYY vs PWRD Returns, Every Period

First TrustSKYY

+5.7%

past year

PWRDTCW

−9.5%

past year

SKYYPWRDFaded: behind in that period

3–0SKYY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SKYY vs SMH

YTD

First TrustSKYY

+12.6%

SMHVanEck

+28.8%

+12.6%Year to date+28.8%

−25.4%Worst drop · 1Y−33.1%

31.9%Volatility · 1Y42.9%

0.0%Yield0.2%

$3.2BAssets$57.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SKYY, PWRD, SMH, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SKYY0.60%$60

DRAM0.65%$65

PWRD0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SKYY, PWRD, SMH, DRAM

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

PWRD0.07%$7

SKYY0.00%$0

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

SKYY$0 − $60 = −$60

DRAM$0 − $65 = −$65

PWRD$7 − $75 = −$68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SKYY, PWRD, SMH, DRAM

Today

10.2%most shared, PWRD and SMH

SKYYPWRDSMHDRAM

SKYY—3.1%0.0%0.0%

PWRD3.1%—10.2%0.0%

SMH0.0%10.2%—3.1%

DRAM0.0%0.0%3.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

PWRDWorst drop−27.0%29.9% vol

SKYYWorst drop−25.4%31.9% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMHSKYY

+28.8%Year to date+12.6%

0.2%Yield0.0%

+29.5%Past year+5.7%

0.35%Fee0.60%

4–0SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026