Compare · 3 funds side by side · dividends reinvested

SMH, DFEM and VXUS

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

02 / 04

SMH, DFEM and VXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.45%+8.1%+11.6%+19.2%+7.7%−11.3%17.6%$163B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

Dimensional - Emerging Markets Core Equity 2 ETFInternational · Emerging0.39%2.21%+8.0%+8.9%+18.5%[…]−17.0%24.1%$8.6B2.6

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: SMH 2011 · DFEM 2022 · VXUS 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

DFEM

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SMHMeasureDFEM

+28.8%Year to dateJan 1 → Nov 6+8.0%

+29.5%1 yearTotal return+8.9%

+48.9%3 years · per year$10,000 became $33,022 · $16,638+18.5%

+28.4%5 years · per year$10,000 became $34,950 · […][…]

0.35%Expense ratio$35 · $39 a year on $10k · lower is better0.39%

0.24%Trailing 12-mo yield$24 · $221 a year on $10k2.21%

−33.1%Worst dropSmaller is better−17.0%

42.9%VolatilityLower is calmer24.1%

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

4–3SMH wins

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

More Ways to See the Pairs

SMH vs DFEM: Top 5 Holdings

Today

SMH

47.8%in top 5

DFEM

in top 519.8%

SMHStockDFEM

21.0%NVDAnot top 5

not top 52330.TW9.9%

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5005930.K3.7%

not top 5000660.K3.5%

not top 50700.HK1.8%

not top 50939.HK0.9%

Held in common0.1%

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

SMH vs DFEM Returns, Every Period

VanEckSMH

+29.5%

past year

DFEMDimensional

+8.9%

past year

SMHDFEMFaded: behind in that period

3–0SMH wins

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

Thematic vs International: SMH vs VXUS

YTD

VanEckSMH

+28.8%

VXUSVanguard

+8.1%

+28.8%Year to date+8.1%

−33.1%Worst drop · 1Y−11.3%

42.9%Volatility · 1Y17.6%

0.2%Yield2.5%

$60.7BAssets$163B

3–1VXUS wins

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

Cost, Income and Risk

Fees: SMH, DFEM, VXUS

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

SMH0.35%$35

DFEM0.39%$39

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

Yields: SMH, DFEM, VXUS

2.45%highest, VXUS

FundTrailing yieldYield$10k

VXUS2.45%$245

DFEM2.21%$221

SMH0.24%$24

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

Income After Fees on $10,000

$240most kept, VXUS

VXUS$245 − $5 = $240

DFEM$221 − $39 = $182

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, DFEM, VXUS

Today

22.6%most shared, DFEM and VXUS

SMHDFEMVXUS

SMH—0.1%0.0%

DFEM0.1%—22.6%

VXUS0.0%22.6%—

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

VXUSWorst drop−11.3%17.6% vol

DFEMWorst drop−17.0%24.1% 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

VXUSSMH

+8.1%Year to date+28.8%

2.5%Yield0.2%

+11.6%Past year+29.5%

0.05%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

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