Compare · 3 funds side by side · dividends reinvested

SMRF, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

SMRF, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.6

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFThematic · Nuclear & uranium0.65%2.04%[…][…][…][…][…][…]$13M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMRF 2026 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SMRF

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SMRFMeasureVIG

[…]Year to dateJan 1 → Nov 5+12.5%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

2.04%Trailing 12-mo yield$204 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–1Level

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

More Ways to See the Pairs

SMRF vs VIG: Top 5 Holdings

Today

SMRF

24.8%in top 5

VIG

in top 522.1%

SMRFStockVIG

5.9%1816.HKnot top 5

5.0%NXEnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%KAP.ILnot top 5

4.6%BWXTnot top 5

4.5%CCJnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.4%

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

SMRF vs VIG Returns, Every Period

ALPSSMRF

[…]

past year

VIGVanguard

+15.2%

past year

Returns […]

SMRFVIGFaded: behind in that period

0–0Level

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

Thematic vs Income: SMRF vs VIG

YTD

ALPSSMRF

[…]

VIGVanguard

+12.5%

[…]Year to date+12.5%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

2.0%Yield1.5%

$13.5MAssets$109B

1–0SMRF wins

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

Cost, Income and Risk

Fees: SMRF, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

SMRF0.65%$65

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

Yields: SMRF, VIG, SMH

2.04%highest, SMRF

FundTrailing yieldYield$10k

SMRF2.04%$204

VIG1.49%$149

SMH0.25%$25

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMRF$204 − $65 = $139

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMRF, VIG, SMH

Today

10.3%most shared, VIG and SMH

SMRFVIGSMH

SMRF—0.4%4.0%

VIG0.4%—10.3%

SMH4.0%10.3%—

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

VIGWorst drop−7.9%10.8% vol

SMHWorst drop−33.1%42.8% vol

SMRFWorst drop[…][…]

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

Paid More vs Made More

YTD

SMRFSMH

[…]Year to date+24.3%

2.0%Yield0.2%

[…]Past year+27.3%

0.65%Fee0.35%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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