Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%SGOV+0.0%XLK+1.5%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%IWD−0.4%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

SMH, IAU and GLD

SMHVanEck×IAUiShares×GLDSPDR×
Versus in desk
$5k$10k$15k$20k$25k$30k$35k$40k$45k$50kLow $6,448 · 2022SMH$34,950IAU$22,511GLD$22,353Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three
02 / 04

SMH, IAU and GLD, 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%$57.7B1.6
iShares Gold TrustCommodities · Gold0.25%0.00%−5.9%+1.8%+26.8%+17.6%−28.2%28.8%$61.0B1.6
SPDR Gold SharesCommodities · Gold0.40%0.00%−6.0%+1.6%+26.6%+17.5%−28.3%29.0%$135B2.6
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 · IAU 2005 · GLD 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
VanEck Semiconductor ETF · $57.7B$34,950
SMH
IAU
iShares Gold Trust · $61.0B$22,511

$10,000 five years ago, dividends reinvested

SMHMeasureIAU
+28.8%Year to dateJan 1 → Nov 6−5.9%
+29.5%1 yearTotal return+1.8%
+48.9%3 years · per year$10,000 became $33,022 · $20,390+26.8%
+28.4%5 years · per year$10,000 became $34,950 · $22,511+17.6%
0.35%Expense ratio$35 · $25 a year on $10k · lower is better0.25%
0.24%Trailing 12-mo yield$24 · $0 a year on $10k0.00%
−33.1%Worst dropSmaller is better−28.2%
42.9%VolatilityLower is calmer28.8%
SMHIAU Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SMH wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SMH vs IAU: Top 5 Holdings

Today
SMH
47.8%in top 5
IAU
in top 5[…]
SMHStockIAU
21.0%NVDAnot top 5
9.8%TSMnot top 5
6.2%TXNnot top 5
5.9%AVGOnot top 5
5.0%ADInot top 5
Held in common[…]
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMH vs IAU Returns, Every Period

5Y
VanEckSMH
+28.4%
5 years, per year
IAUiShares
+17.6%
5 years, per year
−20%0%+20%+40%+60%+28.8%−5.9%YTD+29.5%+1.8%1 year+48.9%+26.8%3 yrs · yr+28.4%+17.6%5 yrs · yr
SMHIAUFaded: behind in that period
4–0SMH wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Thematic vs Commodities: SMH vs IAU

YTD
VanEckSMH
+28.8%
IAUiShares
−5.9%
Jan 1Nov 6+28.8%−5.9%
+28.8%Year to date−5.9%
−33.1%Worst drop · 1Y−28.2%
42.9%Volatility · 1Y28.8%
0.2%Yield0.0%
$57.7BAssets$61.0B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMH, IAU, GLD

Today
0.25%lowest, IAU
FundExpense ratioFee$10k
IAU0.25%$25
SMH0.35%$35
GLD0.40%$40
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMH, IAU, GLD

1Y
0.24%highest, SMH
FundTrailing yieldYield$10k
SMH0.24%$24
IAU0.00%$0
GLD0.00%$0
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
−$11most kept, SMH
SMH$24 − $35 = −$11
IAU$0 − $25 = −$25
GLD$0 − $40 = −$40
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMH, IAU, GLD

Today
[…]holdings […]
SMHIAUGLD
SMH—[…][…]
IAU[…]—[…]
GLD[…][…]—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+29.5%SMH, at 42.9% volatility
0%+10%+20%+30%+40%20%30%40%50%Volatility · 1 year → bumpierSMH +29.5%IAU +1.8%GLD +1.6%
IAUWorst drop−28.2%28.8% vol
GLDWorst drop−28.3%29.0% vol
SMHWorst drop−33.1%42.9% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SMHIAU
Jan 1Nov 6+28.8%−5.9%
+28.8%Year to date−5.9%
0.2%Yield0.0%
+29.5%Past year+1.8%
0.35%Fee0.25%
3–1SMH wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SOXX vs SMH

YTD
iSharesSOXX
+36.2%
SMHVanEck
+28.8%
Jan 1Nov 6+36.2%+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
@TheETFTracker·theetftracker.com

GLDM vs GLD

YTD
SPDRGLDM
−5.8%
GLDSPDR
−6.0%
Jan 1Nov 6−5.8%−6.0%
−5.8%Year to date−6.0%
0.10% · $10Fee · on $10k a year0.40% · $40
$30.5BAssets$135B
2–0GLDM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com
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