Compare · 3 funds side by side · dividends reinvested

SMH, SURI and DRAM

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, SURI and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.4

Simplify Propel Opportunities ETFUnsorted2.84%16.79%+9.5%+16.4%+12.0%[…]−18.1%20.9%$72M1.7

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B2.5

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 · SURI 2023 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

SURI

Simplify Propel Opportunities ETF · $72M[…]

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

SMHMeasureSURI

+24.3%Year to dateJan 1 → Nov 5+9.5%

+27.3%1 yearTotal return+16.4%

+48.4%3 years · per year$10,000 became $32,662 · $14,050+12.0%

+27.6%5 years · per year$10,000 became $33,824 · […][…]

0.35%Expense ratio$35 · $284 a year on $10k · lower is better2.84%

0.25%Trailing 12-mo yield$25 · $1,679 a year on $10k16.79%

−33.1%Worst dropSmaller is better−18.1%

42.8%VolatilityLower is calmer20.9%

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

4–3SMH wins

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 SURI: Top 5 Holdings

Today

SMH

47.4%in top 5

SURI

in top 567.6%

SMHStockSURI

not top 5PAGP47.4%

20.5%NVDAnot top 5

9.7%TSMnot top 5

not top 5ACHV9.0%

6.1%TXNnot top 5

5.8%AVGOnot top 5

5.4%AMDnot top 5

not top 5DCTH4.6%

not top 5MIST3.6%

not top 5COLL3.1%

Held in common0.0%

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

SMH vs SURI Returns, Every Period

VanEckSMH

+27.3%

past year

SURISimplify

+16.4%

past year

SMHSURIFaded: behind in that period

3–0SMH wins

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

Thematic vs Unsorted: SMH vs SURI

YTD

VanEckSMH

+24.3%

SURISimplify

+9.5%

+24.3%Year to date+9.5%

−33.1%Worst drop · 1Y−18.1%

42.8%Volatility · 1Y20.9%

0.2%Yield16.8%

$65.4BAssets$72.3M

3–1SURI wins

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

Cost, Income and Risk

Fees: SMH, SURI, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DRAM0.65%$65

SURI2.84%$284

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

Yields: SMH, SURI, DRAM

16.79%highest, SURI

FundTrailing yieldYield$10k

SURI16.79%$1,679

SMH0.25%$25

DRAM0.00%$0

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

Income After Fees on $10,000

$1,395most kept, SURI

SURI$1,679 − $284 = $1,395

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SMH, SURI, DRAM

Today

3.2%most shared, SMH and DRAM

SMHSURIDRAM

SMH—0.0%3.2%

SURI0.0%—0.0%

DRAM3.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

SURIWorst drop−18.1%20.9% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SURISMH

+9.5%Year to date+24.3%

16.8%Yield0.2%

+16.4%Past year+27.3%

2.84%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026