Compare · 3 funds side by side · dividends reinvested

SMH, SOXX and VUG

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, SOXX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.0

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 · SOXX 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

SOXX

iShares Semiconductor ETF · $37.5B$28,442

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

SMHMeasureSOXX

+35.3%Year to dateJan 1 → Nov 9+46.5%

+39.3%1 yearTotal return+48.5%

+50.1%3 years · per year$10,000 became $33,815 · $29,015+42.6%

+29.4%5 years · per year$10,000 became $36,298 · $28,442+23.3%

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

0.23%Trailing 12-mo yield$23 · $28 a year on $10k0.28%

−33.1%Worst dropSmaller is better−39.5%

43.1%VolatilityLower is calmer49.8%

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

4–4Level

End-of-day Nov 9, 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

47.7%in top 5

SOXX

in top 539.1%

SMHStockSOXX

20.7%NVDA8.4%

10.0%TSMnot top 5

5.4%AMD9.5%

5.7%AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

5.9%TXNnot top 5

Held in common69.6%

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

SMH vs SOXX Returns, Every Period

VanEckSMH

+29.4%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

SMHSOXXFaded: behind in that period

2–2Level

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

Thematic vs Stocks: SMH vs VUG

YTD

VanEckSMH

+35.3%

VUGVanguard

+4.2%

+35.3%Year to date+4.2%

−33.1%Worst drop · 1Y−15.1%

43.1%Volatility · 1Y19.1%

0.2%Yield0.4%

$60.7BAssets$233B

3–1VUG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, SOXX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SOXX0.33%$33

SMH0.35%$35

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

Yields: SMH, SOXX, VUG

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

SOXX0.28%$28

SMH0.23%$23

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SMH, SOXX, VUG

Today

69.6%most shared, SMH and SOXX

SMHSOXXVUG

SMH—69.6%26.9%

SOXX69.6%—21.3%

VUG26.9%21.3%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

VUGWorst drop−15.1%19.1% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

VUGSOXX

+4.2%Year to date+46.5%

0.4%Yield0.3%

+4.7%Past year+48.5%

0.03%Fee0.33%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026