Compare · 3 funds side by side · dividends reinvested

SOXX, CHAT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

SOXX, CHAT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.8%+46.5%+46.4%+24.9%−31.2%47.8%$44.3B1.9

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.31%+23.5%+11.3%+42.9%[…]−30.3%42.8%$1.5B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SOXX 2001 · CHAT 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $44.3B$30,376

SOXX

CHAT

Roundhill Generative AI & Technology ETF · $1.5B[…]

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

SOXXMeasureCHAT

+49.8%Year to dateJan 1 → Nov 4+23.5%

+46.5%1 yearTotal return+11.3%

+46.4%3 years · per year$10,000 became $31,353 · $29,167+42.9%

+24.9%5 years · per year$10,000 became $30,376 · […][…]

0.33%Expense ratio$33 · $75 a year on $10k · lower is better0.75%

0.28%Trailing 12-mo yield$28 · $231 a year on $10k2.31%

−31.2%Worst dropSmaller is better−30.3%

47.8%VolatilityLower is calmer42.8%

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

4–3SOXX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXX vs CHAT: Top 5 Holdings

Today

SOXX

38.7%in top 5

CHAT

in top 529.2%

SOXXStockCHAT

9.0%AMDnot top 5

8.2%NVDA8.1%

7.8%AVGOnot top 5

7.8%MUnot top 5

not top 5GOOGL6.0%

5.9%INTCnot top 5

not top 5MSFT5.6%

not top 5AMZN5.0%

not top 5META4.4%

Held in common26.3%

End-of-day Nov 4, 2026 · share of each fund

SOXX vs CHAT Returns, Every Period

iSharesSOXX

+46.5%

past year

CHATRoundhill

+11.3%

past year

SOXXCHATFaded: behind in that period

3–0SOXX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SOXX vs CHAT

YTD

iSharesSOXX

+49.8%

CHATRoundhill

+23.5%

+49.8%Year to date+23.5%

−31.2%Worst drop · 1Y−30.3%

47.8%Volatility · 1Y42.8%

0.3%Yield2.3%

$44.3BAssets$1.5B

3–1CHAT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXX, CHAT, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CHAT0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SOXX, CHAT, SMH

2.31%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.31%$231

SOXX0.28%$28

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SOXX, CHAT, SMH

Today

69.8%most shared, SOXX and SMH

SOXXCHATSMH

SOXX—26.3%69.8%

CHAT26.3%—26.8%

SMH69.8%26.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+46.5%SOXX, at 47.8% volatility

SMHWorst drop−24.6%41.2% vol

CHATWorst drop−30.3%42.8% vol

SOXXWorst drop−31.2%47.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CHATSOXX

+23.5%Year to date+49.8%

2.3%Yield0.3%

+11.3%Past year+46.5%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026