Compare · 3 funds side by side · dividends reinvested

SMH, VEA and IEMG

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, VEA and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.50%+10.2%+16.0%+20.9%+8.7%−11.6%18.1%$232B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.0

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.54%+6.0%+7.5%+18.9%+5.3%−17.8%25.5%$148B2.4

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 · VEA 2007 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

VEA

Vanguard FTSE Developed Markets ETF · $232B$15,147

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

SMHMeasureVEA

+24.3%Year to dateJan 1 → Nov 5+10.2%

+27.3%1 yearTotal return+16.0%

+48.4%3 years · per year$10,000 became $32,662 · $17,652+20.9%

+27.6%5 years · per year$10,000 became $33,824 · $15,147+8.7%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.25%Trailing 12-mo yield$25 · $250 a year on $10k2.50%

−33.1%Worst dropSmaller is better−11.6%

42.8%VolatilityLower is calmer18.1%

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

4–4Level

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 VEA: Top 5 Holdings

Today

SMH

47.4%in top 5

VEA

in top 59.2%

SMHStockVEA

20.5%NVDAnot top 5

9.7%TSMnot top 5

6.1%TXNnot top 5

5.8%AVGOnot top 5

5.4%AMDnot top 5

not top 5005930.K2.8%

not top 5000660.K2.3%

not top 5ASML.AS2.1%

not top 5HSBA.L1.0%

not top 5ROP.SW0.9%

Held in common0.0%

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

SMH vs VEA Returns, Every Period

VanEckSMH

+27.6%

5 years, per year

VEAVanguard

+8.7%

5 years, per year

SMHVEAFaded: behind in that period

4–0SMH wins

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

Thematic vs International: SMH vs IEMG

YTD

VanEckSMH

+24.3%

IEMGiShares

+6.0%

+24.3%Year to date+6.0%

−33.1%Worst drop · 1Y−17.8%

42.8%Volatility · 1Y25.5%

0.2%Yield2.5%

$65.4BAssets$148B

3–1IEMG wins

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

Cost, Income and Risk

Fees: SMH, VEA, IEMG

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

IEMG0.09%$9

SMH0.35%$35

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

Yields: SMH, VEA, IEMG

2.54%highest, IEMG

FundTrailing yieldYield$10k

IEMG2.54%$254

VEA2.50%$250

SMH0.25%$25

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

IEMG$254 − $9 = $245

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMH, VEA, IEMG

Today

9.5%most shared, VEA and IEMG

SMHVEAIEMG

SMH—0.0%0.0%

VEA0.0%—9.5%

IEMG0.0%9.5%—

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

VEAWorst drop−11.6%18.1% vol

IEMGWorst drop−17.8%25.5% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

IEMGSMH

+6.0%Year to date+24.3%

2.5%Yield0.2%

+7.5%Past year+27.3%

0.09%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 5, 2026

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