Compare · 3 funds side by side · dividends reinvested

SKYY, SMH and ITA

SKYYFirst Trust×SMHVanEck×ITAiShares×

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

02 / 04

SKYY, SMH and ITA, 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%$60.7B1.6

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−3.4%−1.0%+24.1%+15.6%−20.0%23.7%$11.7B2.0

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+12.6%+5.7%+26.2%+5.4%−25.4%31.9%$3.2B2.4

Rank among the three1st → 3rdFee, 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 · SMH 2011 · ITA 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SKYY

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

SKYYMeasureSMH

+12.6%Year to dateJan 1 → Nov 6+28.8%

+5.7%1 yearTotal return+29.5%

+26.2%3 years · per year$10,000 became $20,095 · $33,022+48.9%

+5.4%5 years · per year$10,000 became $12,980 · $34,950+28.4%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $24 a year on $10k0.24%

−25.4%Worst dropSmaller is better−33.1%

31.9%VolatilityLower is calmer42.9%

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

2–6SMH 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 SMH: Top 5 Holdings

Today

SKYY

19.2%in top 5

SMH

in top 547.8%

SKYYStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

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 common0.0%

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

SKYY vs SMH Returns, Every Period

First TrustSKYY

+5.4%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

SKYYSMHFaded: behind in that period

0–4SMH wins

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

SKYY vs ITA

YTD

First TrustSKYY

+12.6%

ITAiShares

−3.4%

+12.6%Year to date−3.4%

−25.4%Worst drop · 1Y−20.0%

31.9%Volatility · 1Y23.7%

0.0%Yield0.6%

$3.2BAssets$11.7B

3–1ITA wins

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

Cost, Income and Risk

Fees: SKYY, SMH, ITA

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ITA0.37%$37

SKYY0.60%$60

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

Yields: SKYY, SMH, ITA

0.58%highest, ITA

FundTrailing yieldYield$10k

ITA0.58%$58

SMH0.24%$24

SKYY0.00%$0

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

Income After Fees on $10,000

$21most kept, ITA

ITA$58 − $37 = $21

SMH$24 − $35 = −$11

SKYY$0 − $60 = −$60

KeptFee

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

Overlap: SKYY, SMH, ITA

Today

0.0%most shared, SKYY and SMH

SKYYSMHITA

SKYY—0.0%0.0%

SMH0.0%—0.0%

ITA0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

ITAWorst drop−20.0%23.7% vol

SKYYWorst drop−25.4%31.9% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

ITASMH

−3.4%Year to date+28.8%

0.6%Yield0.2%

−1.0%Past year+29.5%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

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