Compare · 3 funds side by side · dividends reinvested

SOXQ, SMH and PIEQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

SOXQ, SMH and PIEQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.35%+50.0%+47.2%+49.5%+26.5%−29.3%46.3%$2.7B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.9

Principal Exchange-Traded Funds - Principal International Equity ETFInternational · Ex-US broad0.48%1.18%+8.6%+13.1%[…][…]−9.5%17.4%$1.3B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: SOXQ 2021 · SMH 2011 · PIEQ 2024

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.7B$32,395

SOXQ

SMH

VanEck Semiconductor ETF · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 73.6% in common

SOXQMeasureSMH

+50.0%Year to dateJan 1 → Nov 3+44.0%

+47.2%1 yearTotal return+43.3%

+49.5%3 years · per year$10,000 became $33,447 · $38,001+56.1%

+26.5%5 years · per year$10,000 became $32,395 · $39,579+31.7%

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

0.35%Trailing 12-mo yield$35 · $21 a year on $10k0.21%

−29.3%Worst dropSmaller is better−24.6%

46.3%VolatilityLower is calmer41.1%

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

4–4Level

End-of-day Nov 3, 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

40.0%in top 5

SMH

in top 546.9%

SOXQStockSMH

12.3%NVDA20.5%

9.7%AVGO5.7%

not top 5TSM9.7%

7.8%MUnot top 5

5.2%TXN5.9%

5.1%ADInot top 5

not top 5AMD5.1%

Held in common73.6%

End-of-day Nov 3, 2026 · share of each fund

SOXQ vs SMH Returns, Every Period

InvescoSOXQ

+26.5%

5 years, per year

SMHVanEck

+31.7%

5 years, per year

SOXQSMHFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs International: SOXQ vs PIEQ

YTD

InvescoSOXQ

+50.0%

PIEQPrincipal

+8.6%

+50.0%Year to date+8.6%

−29.3%Worst drop · 1Y−9.5%

46.3%Volatility · 1Y17.4%

0.4%Yield1.2%

$2.7BAssets$1.3B

3–1PIEQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXQ, SMH, PIEQ

Today

0.19%lowest, SOXQ

FundExpense ratioFee$10k

SOXQ0.19%$19

SMH0.35%$35

PIEQ0.48%$48

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SOXQ, SMH, PIEQ

1.18%highest, PIEQ

FundTrailing yieldYield$10k

PIEQ1.18%$118

SOXQ0.35%$35

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, PIEQ

PIEQ$118 − $48 = $70

SOXQ$35 − $19 = $16

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SOXQ, SMH, PIEQ

Today

73.6%most shared, SOXQ and SMH

SOXQSMHPIEQ

SOXQ—73.6%8.3%

SMH73.6%—10.9%

PIEQ8.3%10.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+47.2%SOXQ, at 46.3% volatility

PIEQWorst drop−9.5%17.4% vol

SMHWorst drop−24.6%41.1% vol

SOXQWorst drop−29.3%46.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PIEQSOXQ

+8.6%Year to date+50.0%

1.2%Yield0.4%

+13.1%Past year+47.2%

0.48%Fee0.19%

3–1SOXQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026