Compare · 2 funds side by side · dividends reinvested

SMH and TDIV

SMHVanEck×TDIVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two

02 / 04

SMH and TDIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.4

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · TDIV 2012

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.8B$38,820

SMH

TDIV

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

SMHMeasureTDIV

+40.0%Year to dateJan 1 → Nov 4+19.6%

+38.2%1 yearTotal return+15.8%

+54.7%3 years · per year$10,000 became $37,049 · $22,150+30.4%

+31.2%5 years · per year$10,000 became $38,820 · $21,993+17.1%

0.35%Expense ratio$35 · $50 a year on $10k · lower is better0.50%

0.22%Trailing 12-mo yield$22 · $138 a year on $10k1.38%

−24.6%Worst dropSmaller is better−16.3%

41.2%VolatilityLower is calmer20.8%

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

5–3SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs TDIV: Top 5 Holdings

Today

SMH

47.1%in top 5

TDIV

in top 540.7%

SMHStockTDIV

20.6%NVDAnot top 5

6.0%TXN9.7%

9.6%TSMnot top 5

not top 5IBM8.6%

not top 5MSFT8.3%

5.8%AVGO7.3%

not top 5ORCL6.8%

5.2%AMDnot top 5

Held in common26.7%

End-of-day Nov 4, 2026 · share of each fund

SMH vs TDIV Returns, Every Period

VanEckSMH

+31.2%

5 years, per year

TDIVFirst Trust

+17.1%

5 years, per year

SMHTDIVFaded: behind in that period

4–0SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SMH vs TDIV

YTD

VanEckSMH

+40.0%

TDIVFirst Trust

+19.6%

+40.0%Year to date+19.6%

−24.6%Worst drop · 1Y−16.3%

41.2%Volatility · 1Y20.8%

0.2%Yield1.4%

$65.8BAssets$4.3B

3–1TDIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, TDIV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

TDIV0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMH, TDIV

1.38%highest, TDIV

FundTrailing yieldYield$10k

TDIV1.38%$138

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, TDIV

TDIV$138 − $50 = $88

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMH, TDIV

Today

26.7%most shared, SMH and TDIV

SMHTDIV

SMH—26.7%

TDIV26.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

TDIVWorst drop−16.3%20.8% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TDIVSMH

+19.6%Year to date+40.0%

1.4%Yield0.2%

+15.8%Past year+38.2%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026