Compare · 3 funds side by side · dividends reinvested

SMH, SPAM and DRAM

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, SPAM and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.36%+37.5%+23.8%[…][…]−20.7%33.3%$7M1.2

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMH 2011 · SPAM 2023 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$34,950

SMH

SPAM

Themes Cybersecurity ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMHMeasureSPAM

+28.8%Year to dateJan 1 → Nov 6+37.5%

+29.5%1 yearTotal return+23.8%

+48.9%3 years · per year$10,000 became $33,022 · […][…]

+28.4%5 years · per year$10,000 became $34,950 · […][…]

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

0.24%Trailing 12-mo yield$24 · $36 a year on $10k0.36%

−33.1%Worst dropSmaller is better−20.7%

42.9%VolatilityLower is calmer33.3%

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

1–4SPAM wins

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 SPAM: Top 5 Holdings

Today

SMH

47.8%in top 5

SPAM

in top 526.7%

SMHStockSPAM

21.0%NVDAnot top 5

9.8%TSMnot top 5

6.2%TXNnot top 5

not top 5YOU6.1%

5.9%AVGOnot top 5

not top 5TENB5.5%

not top 5CHKP5.3%

5.0%ADInot top 5

not top 5CACI5.0%

not top 5QLYS4.9%

Held in common0.0%

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

SMH vs SPAM Returns, Every Period

VanEckSMH

+29.5%

past year

SPAMThemes

+23.8%

past year

SMHSPAMFaded: behind in that period

1–1Level

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

SMH vs SPAM

YTD

VanEckSMH

+28.8%

SPAMThemes

+37.5%

+28.8%Year to date+37.5%

−33.1%Worst drop · 1Y−20.7%

42.9%Volatility · 1Y33.3%

0.2%Yield0.4%

$57.7BAssets$6.8M

4–0SPAM wins

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

Cost, Income and Risk

Fees: SMH, SPAM, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SPAM0.35%$35

DRAM0.65%$65

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

Yields: SMH, SPAM, DRAM

0.36%highest, SPAM

FundTrailing yieldYield$10k

SPAM0.36%$36

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$1most kept, SPAM

SPAM$36 − $35 = $1

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SMH, SPAM, DRAM

Today

3.1%most shared, SMH and DRAM

SMHSPAMDRAM

SMH—0.0%3.1%

SPAM0.0%—0.0%

DRAM3.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

SPAMWorst drop−20.7%33.3% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SPAMSMH

+37.5%Year to date+28.8%

0.4%Yield0.2%

+23.8%Past year+29.5%

0.35%Fee0.35%

2–1SPAM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+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

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