Compare · 3 funds side by side · dividends reinvested

SOXQ, VIG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

SOXQ, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.37%+42.1%+43.6%+44.7%+24.4%−38.2%48.5%$2.5B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SOXQ 2021 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco PHLX Semiconductor ETF · $2.5B$29,849

SOXQ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

SOXQMeasureVIG

+42.1%Year to dateJan 1 → Nov 9+14.8%

+43.6%1 yearTotal return+17.6%

+44.7%3 years · per year$10,000 became $30,295 · $16,775+18.8%

+24.4%5 years · per year$10,000 became $29,849 · $16,638+10.7%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

0.37%Trailing 12-mo yield$37 · $146 a year on $10k1.46%

−38.2%Worst dropSmaller is better−7.9%

48.5%VolatilityLower is calmer11.0%

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

4–4Level

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

More Ways to See the Pairs

SOXQ vs VIG: Top 5 Holdings

Today

SOXQ

39.5%in top 5

VIG

in top 522.1%

SOXQStockVIG

12.5%NVDAnot top 5

9.7%AVGO4.3%

7.1%MUnot top 5

5.2%TXNnot top 5

4.9%ADInot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common10.3%

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

SOXQ vs VIG Returns, Every Period

InvescoSOXQ

+24.4%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

SOXQVIGFaded: behind in that period

4–0SOXQ wins

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

Thematic vs Income: SOXQ vs VIG

YTD

InvescoSOXQ

+42.1%

VIGVanguard

+14.8%

+42.1%Year to date+14.8%

−38.2%Worst drop · 1Y−7.9%

48.5%Volatility · 1Y11.0%

0.4%Yield1.5%

$2.5BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SOXQ, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXQ0.19%$19

SMH0.35%$35

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

Yields: SOXQ, VIG, SMH

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SOXQ0.37%$37

SMH0.23%$23

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SOXQ$37 − $19 = $18

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SOXQ, VIG, SMH

Today

73.5%most shared, SOXQ and SMH

SOXQVIGSMH

SOXQ—10.3%73.5%

VIG10.3%—10.3%

SMH73.5%10.3%—

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

Return vs Bumpiness: 3 ETFs

+43.6%SOXQ, at 48.5% volatility

VIGWorst drop−7.9%11.0% vol

SMHWorst drop−33.1%43.1% vol

SOXQWorst drop−38.2%48.5% vol

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

Paid More vs Made More

YTD

VIGSOXQ

+14.8%Year to date+42.1%

1.5%Yield0.4%

+17.6%Past year+43.6%

0.04%Fee0.19%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026