Compare · 3 funds side by side · dividends reinvested

SMH, SOXX and SCHD

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, SOXX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

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 · SOXX 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

SOXX

iShares Semiconductor ETF · $39.1B$26,892

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

SMHMeasureSOXX

+28.8%Year to dateJan 1 → Nov 6+36.2%

+29.5%1 yearTotal return+34.5%

+48.9%3 years · per year$10,000 became $33,022 · $27,604+40.3%

+28.4%5 years · per year$10,000 became $34,950 · $26,892+21.9%

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

0.24%Trailing 12-mo yield$24 · $76 a year on $10k0.76%

−33.1%Worst dropSmaller is better−39.5%

42.9%VolatilityLower is calmer49.4%

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

4–4Level

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 SOXX: Top 5 Holdings

Today

SMH

47.8%in top 5

SOXX

in top 538.6%

SMHStockSOXX

21.0%NVDA8.5%

9.8%TSMnot top 5

not top 5AMD8.9%

5.9%AVGO8.1%

not top 5MU7.1%

6.2%TXNnot top 5

not top 5INTC6.0%

5.0%ADInot top 5

Held in common69.6%

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

SMH vs SOXX Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

SMHSOXXFaded: behind in that period

2–2Level

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

Thematic vs Income: SMH vs SCHD

YTD

VanEckSMH

+28.8%

SCHDSchwab

+31.4%

+28.8%Year to date+31.4%

−33.1%Worst drop · 1Y−6.9%

42.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$60.7BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SMH, SOXX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

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

Yields: SMH, SOXX, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, SOXX, SCHD

Today

69.6%most shared, SMH and SOXX

SMHSOXXSCHD

SMH—69.6%7.9%

SOXX69.6%—7.9%

SCHD7.9%7.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SCHDSOXX

+31.4%Year to date+36.2%

3.0%Yield0.8%

+37.0%Past year+34.5%

0.06%Fee0.33%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026