Compare · 2 funds side by side · dividends reinvested

SMRF and SOXX

SMRFALPS×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$28,442SOXX · best of the two

02 / 03

SMRF and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.1

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFThematic · Nuclear & uranium0.65%1.82%[…][…][…][…][…][…]$13M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SMRF 2026 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $13M[…]

SMRF

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

SMRFMeasureSOXX

[…]Year to dateJan 1 → Nov 9+46.5%

[…]1 yearTotal return+48.5%

[…]3 years · per year$10,000 became […] · $29,015+42.6%

[…]5 years · per year$10,000 became […] · $28,442+23.3%

0.65%Expense ratio$65 · $33 a year on $10k · lower is better0.33%

1.82%Trailing 12-mo yield$182 · $71 a year on $10k0.71%

[…]Worst dropSmaller is better−39.5%

[…]VolatilityLower is calmer49.8%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMRF vs SOXX: Top 5 Holdings

Today

SMRF

25.4%in top 5

SOXX

in top 539.1%

SMRFStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

6.0%1816.HKnot top 5

5.3%NXEnot top 5

5.0%KAP.ILnot top 5

4.7%BWXTnot top 5

4.5%CCJnot top 5

Held in common4.5%

End-of-day Nov 9, 2026 · share of each fund

SMRF vs SOXX Returns, Every Period

ALPSSMRF

[…]

past year

SOXXiShares

+48.5%

past year

Returns […]

SMRFSOXXFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SMRF vs SOXX

YTD

ALPSSMRF

[…]

SOXXiShares

+46.5%

[…]Year to date+46.5%

[…]Worst drop · 1Y−39.5%

[…]Volatility · 1Y49.8%

1.8%Yield0.7%

$13.2MAssets$39.1B

1–0SMRF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMRF, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMRF0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SMRF, SOXX

1.82%highest, SMRF

FundTrailing yieldYield$10k

SMRF1.82%$182

SOXX0.71%$71

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, SMRF

SMRF$182 − $65 = $117

SOXX$71 − $33 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMRF, SOXX

Today

4.5%most shared, SMRF and SOXX

SMRFSOXX

SMRF—4.5%

SOXX4.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+48.5%SOXX, at 49.8% volatility

SOXXWorst drop−39.5%49.8% vol

SMRFWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SMRFSOXX

[…]Year to date+46.5%

1.8%Yield0.7%

[…]Past year+48.5%

0.65%Fee0.33%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026