Compare · 3 funds side by side · dividends reinvested

SOXX, SCHD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

SOXX, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B1.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOXX 2001 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,892

SOXX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

SOXXMeasureSCHD

+36.2%Year to dateJan 1 → Nov 6+31.4%

+34.5%1 yearTotal return+37.0%

+40.3%3 years · per year$10,000 became $27,604 · $17,266+20.0%

+21.9%5 years · per year$10,000 became $26,892 · $16,267+10.2%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

0.76%Trailing 12-mo yield$76 · $300 a year on $10k3.00%

−39.5%Worst dropSmaller is better−6.9%

49.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

SOXX vs SCHD: Top 5 Holdings

Today

SOXX

38.6%in top 5

SCHD

in top 521.4%

SOXXStockSCHD

8.9%AMDnot top 5

8.5%NVDAnot top 5

8.1%AVGOnot top 5

7.1%MUnot top 5

6.0%INTCnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common7.9%

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

SOXX vs SCHD Returns, Every Period

iSharesSOXX

+21.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SOXXSCHDFaded: behind in that period

3–1SOXX wins

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

Thematic vs Income: SOXX vs SCHD

YTD

iSharesSOXX

+36.2%

SCHDSchwab

+31.4%

+36.2%Year to date+31.4%

−39.5%Worst drop · 1Y−6.9%

49.4%Volatility · 1Y11.7%

0.8%Yield3.0%

$37.6BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SOXX, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

DRAM0.65%$65

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

Yields: SOXX, SCHD, DRAM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SOXX0.76%$76

DRAM0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SOXX$76 − $33 = $43

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SOXX, SCHD, DRAM

Today

7.9%most shared, SOXX and SCHD

SOXXSCHDDRAM

SOXX—7.9%3.1%

SCHD7.9%—0.0%

DRAM3.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SOXXWorst drop−39.5%49.4% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDSOXX

+31.4%Year to date+36.2%

3.0%Yield0.8%

+37.0%Past year+34.5%

0.06%Fee0.33%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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