Compare · 3 funds side by side · dividends reinvested

SMH, VIG and DRAM

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

02 / 04

SMH, VIG and DRAM, 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%$65.4B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · VIG 2006 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$38,820

SMH

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

SMHMeasureVIG

+40.0%Year to dateJan 1 → Nov 4+16.4%

+38.2%1 yearTotal return+18.9%

+54.7%3 years · per year$10,000 became $37,049 · $17,533+20.6%

+31.2%5 years · per year$10,000 became $38,820 · $17,005+11.2%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.22%Trailing 12-mo yield$22 · $144 a year on $10k1.44%

−24.6%Worst dropSmaller is better−7.9%

41.2%VolatilityLower is calmer10.2%

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

4–4Level

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 VIG: Top 5 Holdings

Today

SMH

47.1%in top 5

VIG

in top 522.1%

SMHStockVIG

20.6%NVDAnot top 5

9.6%TSMnot top 5

6.0%TXNnot top 5

5.8%AVGO4.3%

5.2%AMDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common10.3%

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

SMH vs VIG Returns, Every Period

VanEckSMH

+31.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SMHVIGFaded: 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 VIG

YTD

VanEckSMH

+40.0%

VIGVanguard

+16.4%

+40.0%Year to date+16.4%

−24.6%Worst drop · 1Y−7.9%

41.2%Volatility · 1Y10.2%

0.2%Yield1.4%

$65.4BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SMH, VIG, DRAM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

DRAM0.65%$65

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

Yields: SMH, VIG, DRAM

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SMH0.22%$22

DRAM0.00%$0

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SMH, VIG, DRAM

Today

10.3%most shared, SMH and VIG

SMHVIGDRAM

SMH—10.3%3.3%

VIG10.3%—0.0%

DRAM3.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

VIGWorst drop−7.9%10.2% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGSMH

+16.4%Year to date+40.0%

1.4%Yield0.2%

+18.9%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026