Compare · 3 funds side by side · dividends reinvested

SMH, QLTY and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

SMH, QLTY and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.5B1.7

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMH 2011 · QLTY 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

QLTY

GMO US Quality ETF · $5.5B[…]

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

SMHMeasureQLTY

+40.0%Year to dateJan 1 → Nov 5+17.2%

+38.2%1 yearTotal return+21.1%

+54.7%3 years · per year$10,000 became $37,049 · […][…]

+31.2%5 years · per year$10,000 became $38,820 · […][…]

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.22%Trailing 12-mo yield$22 · $63 a year on $10k0.63%

−24.6%Worst dropSmaller is better−11.7%

41.2%VolatilityLower is calmer12.6%

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

3–3Level

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

More Ways to See the Pairs

SMH vs QLTY: Top 5 Holdings

Today

SMH

47.4%in top 5

QLTY

in top 524.9%

SMHStockQLTY

20.5%NVDAnot top 5

9.7%TSMnot top 5

not top 5MSFT8.2%

6.1%TXNnot top 5

5.8%AVGOnot top 5

5.4%AMDnot top 5

not top 5JNJ4.4%

not top 5TMO4.3%

not top 5GOOGL4.2%

not top 5META4.0%

Held in common16.7%

End-of-day Nov 5, 2026 · share of each fund

SMH vs QLTY Returns, Every Period

VanEckSMH

+38.2%

past year

QLTYGMO

+21.1%

past year

SMHQLTYFaded: behind in that period

2–0SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: SMH vs QLTY

YTD

VanEckSMH

+40.0%

QLTYGMO

+17.2%

+40.0%Year to date+17.2%

−24.6%Worst drop · 1Y−11.7%

41.2%Volatility · 1Y12.6%

0.2%Yield0.6%

$65.4BAssets$5.5B

3–1QLTY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, QLTY, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMH0.35%$35

QLTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMH, QLTY, VUG

0.63%highest, QLTY

FundTrailing yieldYield$10k

QLTY0.63%$63

VUG0.40%$40

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

QLTY$63 − $50 = $13

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMH, QLTY, VUG

Today

39.8%most shared, QLTY and VUG

SMHQLTYVUG

SMH—16.7%26.9%

QLTY16.7%—39.8%

VUG26.9%39.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

QLTYWorst drop−11.7%12.6% vol

VUGWorst drop−16.1%18.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QLTYSMH

+17.2%Year to date+40.0%

0.6%Yield0.2%

+21.1%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026