Compare · 3 funds side by side · dividends reinvested

SOXX, SCHD and SMH

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

02 / 04

SOXX, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $42.6B$26,093

SOXX

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SOXXMeasureSCHD

+31.6%Year to dateJan 1 → Nov 5+32.3%

+34.0%1 yearTotal return+38.7%

+39.8%3 years · per year$10,000 became $27,297 · $17,414+20.3%

+21.1%5 years · per year$10,000 became $26,093 · $16,375+10.4%

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

0.95%Trailing 12-mo yield$95 · $298 a year on $10k2.98%

−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

2–6SCHD 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 SCHD: Top 5 Holdings

Today

SOXX

38.8%in top 5

SCHD

in top 521.7%

SOXXStockSCHD

9.4%AMDnot top 5

8.2%NVDAnot top 5

7.9%AVGOnot top 5

7.5%MUnot top 5

5.9%INTCnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common8.6%

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

SOXX vs SCHD Returns, Every Period

iSharesSOXX

+21.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SOXXSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: SOXX vs SCHD

YTD

iSharesSOXX

+31.6%

SCHDSchwab

+32.3%

+31.6%Year to date+32.3%

−39.5%Worst drop · 1Y−6.9%

49.4%Volatility · 1Y11.7%

0.9%Yield3.0%

$42.6BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SOXX, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

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

Yields: SOXX, SCHD, SMH

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SOXX0.95%$95

SMH0.25%$25

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SOXX, SCHD, SMH

Today

69.8%most shared, SOXX and SMH

SOXXSCHDSMH

SOXX—8.6%69.8%

SCHD8.6%—8.6%

SMH69.8%8.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.8% 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

SCHDSOXX

+32.3%Year to date+31.6%

3.0%Yield0.9%

+38.7%Past year+34.0%

0.06%Fee0.33%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026