Compare · 4 funds side by side · dividends reinvested

SOXX, CHAT, SMH and CIBR

SOXXiShares×CHATRoundhill×SMHVanEck×CIBRFirst Trust×

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

02 / 04

SOXX, CHAT, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.1

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.5

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.57%+10.8%+4.2%+37.5%[…]−37.3%43.9%$1.4B3.1

Rank among the four1st → 4thFee, 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: SOXX 2001 · CHAT 2023 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,093

SOXX

CHAT

Roundhill Generative AI & Technology ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

SOXXMeasureCHAT

+31.6%Year to dateJan 1 → Nov 5+10.8%

+34.0%1 yearTotal return+4.2%

+39.8%3 years · per year$10,000 became $27,297 · $25,985+37.5%

+21.1%5 years · per year$10,000 became $26,093 · […][…]

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

0.78%Trailing 12-mo yield$78 · $257 a year on $10k2.57%

−39.5%Worst dropSmaller is better−37.3%

49.4%VolatilityLower is calmer43.9%

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

4–3SOXX wins

End-of-day Nov 5, 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

38.8%in top 5

CHAT

in top 530.4%

SOXXStockCHAT

9.4%AMDnot top 5

8.2%NVDA8.0%

7.9%AVGOnot top 5

7.5%MUnot top 5

not top 5GOOGL6.3%

not top 5MSFT6.1%

5.9%INTCnot top 5

not top 5AMZN5.4%

not top 5META4.6%

Held in common25.9%

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

SOXX vs CHAT Returns, Every Period

iSharesSOXX

+34.0%

past year

CHATRoundhill

+4.2%

past year

SOXXCHATFaded: behind in that period

3–0SOXX wins

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

SOXX vs CHAT

YTD

iSharesSOXX

+31.6%

CHATRoundhill

+10.8%

+31.6%Year to date+10.8%

−39.5%Worst drop · 1Y−37.3%

49.4%Volatility · 1Y43.9%

0.8%Yield2.6%

$37.6BAssets$1.4B

3–1CHAT wins

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

Cost, Income and Risk

Fees: SOXX, CHAT, SMH, CIBR

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

CIBR0.58%$58

CHAT0.75%$75

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

Yields: SOXX, CHAT, SMH, CIBR

2.57%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.57%$257

SOXX0.78%$78

CIBR0.43%$43

SMH0.25%$25

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

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: SOXX, CHAT, SMH, CIBR

Today

69.8%most shared, SOXX and SMH

SOXXCHATSMHCIBR

SOXX—25.9%69.8%7.2%

CHAT25.9%—26.4%18.7%

SMH69.8%26.4%—5.8%

CIBR7.2%18.7%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+34.0%SOXX, at 49.4% volatility

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

CHATWorst drop−37.3%43.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

CHATSOXX

+10.8%Year to date+31.6%

2.6%Yield0.8%

+4.2%Past year+34.0%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026