Compare · 3 funds side by side · dividends reinvested

SOXQ, SMH and APIE

SOXQInvesco×SMHVanEck×APIEActivePassive×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

SOXQ, SMH and APIE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.40%+32.7%+30.9%+42.6%+23.1%−38.2%48.1%$2.7B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

ActivePassive International Equity ETFInternational · Ex-US broad0.45%3.50%+6.2%+8.8%+18.9%[…]−12.4%16.8%$1.1B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOXQ 2021 · SMH 2011 · APIE 2023

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.7B$28,316

SOXQ

SMH

VanEck Semiconductor ETF · $57.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 73.5% in common

SOXQMeasureSMH

+32.7%Year to dateJan 1 → Nov 6+28.8%

+30.9%1 yearTotal return+29.5%

+42.6%3 years · per year$10,000 became $29,017 · $33,022+48.9%

+23.1%5 years · per year$10,000 became $28,316 · $34,950+28.4%

0.19%Expense ratio$19 · $35 a year on $10k · lower is better0.35%

0.40%Trailing 12-mo yield$40 · $24 a year on $10k0.24%

−38.2%Worst dropSmaller is better−33.1%

48.1%VolatilityLower is calmer42.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXQ vs SMH: Top 5 Holdings

Today

SOXQ

40.3%in top 5

SMH

in top 547.8%

SOXQStockSMH

12.6%NVDA21.0%

10.1%AVGO5.9%

not top 5TSM9.8%

7.0%MUnot top 5

5.5%TXN6.2%

5.1%ADI5.0%

Held in common73.5%

End-of-day Nov 6, 2026 · share of each fund

SOXQ vs SMH Returns, Every Period

InvescoSOXQ

+23.1%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

SOXQSMHFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs International: SOXQ vs APIE

YTD

InvescoSOXQ

+32.7%

APIEActivePassive

+6.2%

+32.7%Year to date+6.2%

−38.2%Worst drop · 1Y−12.4%

48.1%Volatility · 1Y16.8%

0.4%Yield3.5%

$2.7BAssets$1.1B

3–1APIE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, SMH, APIE

Today

0.19%lowest, SOXQ

FundExpense ratioFee$10k

SOXQ0.19%$19

SMH0.35%$35

APIE0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SOXQ, SMH, APIE

3.50%highest, APIE

FundTrailing yieldYield$10k

APIE3.50%$350

SOXQ0.40%$40

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, APIE

APIE$350 − $45 = $305

SOXQ$40 − $19 = $21

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SOXQ, SMH, APIE

Today

73.5%most shared, SOXQ and SMH

SOXQSMHAPIE

SOXQ—73.5%5.9%

SMH73.5%—11.3%

APIE5.9%11.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.9%SOXQ, at 48.1% volatility

APIEWorst drop−12.4%16.8% vol

SMHWorst drop−33.1%42.9% vol

SOXQWorst drop−38.2%48.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

APIESOXQ

+6.2%Year to date+32.7%

3.5%Yield0.4%

+8.8%Past year+30.9%

0.45%Fee0.19%

3–1SOXQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026