Compare · 2 funds side by side · dividends reinvested

SMH and TCAF

SMHVanEck×TCAFT. Rowe Price×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$36,298SMH · best of the two

02 / 04

SMH and TCAF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Capital Appreciation Equity ETFUnsorted0.31%0.44%+13.1%+14.3%+20.4%[…]−10.8%13.2%$7.9B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Rank among the two1st → 2ndFee, 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 · TCAF 2023

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

TCAF

T. Rowe Capital Appreciation Equity ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

SMHMeasureTCAF

+35.3%Year to dateJan 1 → Nov 9+13.1%

+39.3%1 yearTotal return+14.3%

+50.1%3 years · per year$10,000 became $33,815 · $17,456+20.4%

+29.4%5 years · per year$10,000 became $36,298 · […][…]

0.35%Expense ratio$35 · $31 a year on $10k · lower is better0.31%

0.23%Trailing 12-mo yield$23 · $44 a year on $10k0.44%

−33.1%Worst dropSmaller is better−10.8%

43.1%VolatilityLower is calmer13.2%

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

3–4TCAF wins

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 TCAF: Top 5 Holdings

Today

SMH

47.7%in top 5

TCAF

in top 526.4%

SMHStockTCAF

20.7%NVDAnot top 5

10.0%TSMnot top 5

not top 5MSFT.NE7.5%

5.9%TXNnot top 5

not top 5AMZN.NE5.7%

5.7%AVGOnot top 5

5.4%AMDnot top 5

not top 5NVDA.NE5.1%

not top 5AAPL.MX5.1%

not top 5CNP3.0%

Held in common4.6%

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

SMH vs TCAF Returns, Every Period

VanEckSMH

+39.3%

past year

TCAFT. Rowe Price

+14.3%

past year

SMHTCAFFaded: behind in that period

3–0SMH wins

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

Thematic vs Unsorted: SMH vs TCAF

YTD

VanEckSMH

+35.3%

TCAFT. Rowe Price

+13.1%

+35.3%Year to date+13.1%

−33.1%Worst drop · 1Y−10.8%

43.1%Volatility · 1Y13.2%

0.2%Yield0.4%

$60.7BAssets$7.9B

3–1TCAF wins

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

Cost, Income and Risk

Fees: SMH, TCAF

Today

0.31%lowest, TCAF

FundExpense ratioFee$10k

TCAF0.31%$31

SMH0.35%$35

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

Yields: SMH, TCAF

0.44%highest, TCAF

FundTrailing yieldYield$10k

TCAF0.44%$44

SMH0.23%$23

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

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SMH, TCAF

Today

4.6%most shared, SMH and TCAF

SMHTCAF

SMH—4.6%

TCAF4.6%—

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

Return vs Bumpiness: 2 ETFs

+39.3%SMH, at 43.1% volatility

TCAFWorst drop−10.8%13.2% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

TCAFSMH

+13.1%Year to date+35.3%

0.4%Yield0.2%

+14.3%Past year+39.3%

0.31%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

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%

$120BAssets$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