Compare · 3 funds side by side · dividends reinvested

SMH, VUG and IWF

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, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

SMHMeasureVUG

+24.3%Year to dateJan 1 → Nov 5+0.5%

+27.3%1 yearTotal return−0.6%

+48.4%3 years · per year$10,000 became $32,662 · $18,532+22.8%

+27.6%5 years · per year$10,000 became $33,824 · $16,052+9.9%

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

0.25%Trailing 12-mo yield$25 · $43 a year on $10k0.43%

−33.1%Worst dropSmaller is better−15.1%

42.8%VolatilityLower is calmer19.0%

SMHVUG 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 VUG: Top 5 Holdings

Today

SMH

47.4%in top 5

VUG

in top 545.2%

SMHStockVUG

20.5%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.7%TSMnot top 5

6.1%TXNnot top 5

5.8%AVGO4.3%

5.4%AMDnot top 5

not top 5GOOGL5.2%

Held in common26.9%

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

SMH vs VUG Returns, Every Period

VanEckSMH

+27.6%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SMHVUGFaded: behind in that period

4–0SMH wins

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

Thematic vs Stocks: SMH vs VUG

YTD

VanEckSMH

+24.3%

VUGVanguard

+0.5%

+24.3%Year to date+0.5%

−33.1%Worst drop · 1Y−15.1%

42.8%Volatility · 1Y19.0%

0.2%Yield0.4%

$65.4BAssets$233B

3–1VUG wins

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

Cost, Income and Risk

Fees: SMH, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SMH0.35%$35

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

Yields: SMH, VUG, IWF

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

SMH0.25%$25

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMH, VUG, IWF

Today

78.0%most shared, VUG and IWF

SMHVUGIWF

SMH—26.9%29.2%

VUG26.9%—78.0%

IWF29.2%78.0%—

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

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% 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

VUGSMH

+0.5%Year to date+24.3%

0.4%Yield0.2%

−0.6%Past year+27.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026