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$36,298SMH · 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%2.39%+11.1%+15.3%+19.5%+8.1%−11.3%17.9%$163B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Dimensional - Emerging Markets Core Equity 2 ETFInternational · Emerging0.39%2.14%+11.2%+12.9%+19.0%[…]−17.0%24.3%$8.7B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMH 2011 · DFEM 2022 · VXUS 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Emerging Markets Core Equity 2 ETF · $8.7B[…]

DFEM

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

DFEMMeasureSMH

+11.2%Year to dateJan 1 → Nov 9+35.3%

+12.9%1 yearTotal return+39.3%

+19.0%3 years · per year$10,000 became $16,867 · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

2.14%Trailing 12-mo yield$214 · $23 a year on $10k0.23%

−17.0%Worst dropSmaller is better−33.1%

24.3%VolatilityLower is calmer43.1%

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

3–4SMH wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEM vs SMH: Top 5 Holdings

Today

DFEM

19.1%in top 5

SMH

in top 547.7%

DFEMStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

9.7%2330.TWnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

3.5%005930.Knot top 5

3.1%000660.Knot top 5

1.8%0700.HKnot top 5

0.9%0939.HKnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

DFEM vs SMH Returns, Every Period

DimensionalDFEM

+12.9%

past year

SMHVanEck

+39.3%

past year

DFEMSMHFaded: behind in that period

0–3SMH wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFEM vs VXUS

YTD

DimensionalDFEM

+11.2%

VXUSVanguard

+11.1%

+11.2%Year to date+11.1%

−17.0%Worst drop · 1Y−11.3%

24.3%Volatility · 1Y17.9%

2.1%Yield2.4%

$8.7BAssets$163B

3–1VXUS wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: SMH, DFEM, VXUS

2.39%highest, VXUS

FundTrailing yieldYield$10k

VXUS2.39%$239

DFEM2.14%$214

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

DFEM$214 − $39 = $175

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMH, DFEM, VXUS

Today

22.5%most shared, DFEM and VXUS

SMHDFEMVXUS

SMH—0.1%0.0%

DFEM0.1%—22.5%

VXUS0.0%22.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VXUSWorst drop−11.3%17.9% vol

DFEMWorst drop−17.0%24.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VXUSSMH

+11.1%Year to date+35.3%

2.4%Yield0.2%

+15.3%Past year+39.3%

0.05%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026