Compare · 3 funds side by side · dividends reinvested

SMH, VIG and SCHD

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, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

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 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

SMHMeasureVIG

+24.3%Year to dateJan 1 → Nov 5+12.5%

+27.3%1 yearTotal return+15.2%

+48.4%3 years · per year$10,000 became $32,662 · $16,814+18.9%

+27.6%5 years · per year$10,000 became $33,824 · $16,331+10.3%

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

0.25%Trailing 12-mo yield$25 · $149 a year on $10k1.49%

−33.1%Worst dropSmaller is better−7.9%

42.8%VolatilityLower is calmer10.8%

SMHVIG 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 VIG: Top 5 Holdings

Today

SMH

47.4%in top 5

VIG

in top 522.1%

SMHStockVIG

20.5%NVDAnot top 5

9.7%TSMnot top 5

6.1%TXNnot top 5

5.8%AVGO4.3%

5.4%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 5, 2026 · share of each fund

SMH vs VIG Returns, Every Period

VanEckSMH

+27.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SMHVIGFaded: behind in that period

4–0SMH wins

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

Thematic vs Income: SMH vs SCHD

YTD

VanEckSMH

+24.3%

SCHDSchwab

+32.3%

+24.3%Year to date+32.3%

−33.1%Worst drop · 1Y−6.9%

42.8%Volatility · 1Y11.7%

0.2%Yield3.0%

$65.4BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SMH, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

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

Yields: SMH, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

SMH0.25%$25

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMH, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SMHVIGSCHD

SMH—10.3%8.6%

VIG10.3%—14.5%

SCHD8.6%14.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% 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

SCHDSMH

+32.3%Year to date+24.3%

3.0%Yield0.2%

+38.7%Past year+27.3%

0.06%Fee0.35%

4–0SCHD 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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