Compare · 3 funds side by side · dividends reinvested

SOXX, SMH and ITA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

SOXX, SMH and ITA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.58%−3.4%−1.0%+24.1%+15.6%−20.0%23.7%$11.7B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SOXX 2001 · SMH 2011 · ITA 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $39.1B$26,892

SOXX

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

SOXXMeasureSMH

+36.2%Year to dateJan 1 → Nov 6+28.8%

+34.5%1 yearTotal return+29.5%

+40.3%3 years · per year$10,000 became $27,604 · $33,022+48.9%

+21.9%5 years · per year$10,000 became $26,892 · $34,950+28.4%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

0.76%Trailing 12-mo yield$76 · $24 a year on $10k0.24%

−39.5%Worst dropSmaller is better−33.1%

49.4%VolatilityLower is calmer42.9%

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

4–4Level

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 SMH: Top 5 Holdings

Today

SOXX

38.6%in top 5

SMH

in top 547.8%

SOXXStockSMH

8.5%NVDA21.0%

not top 5TSM9.8%

8.9%AMDnot top 5

8.1%AVGO5.9%

7.1%MUnot top 5

not top 5TXN6.2%

6.0%INTCnot top 5

not top 5ADI5.0%

Held in common69.6%

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

SOXX vs SMH Returns, Every Period

iSharesSOXX

+21.9%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

SOXXSMHFaded: behind in that period

2–2Level

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

SOXX vs ITA

YTD

iSharesSOXX

+36.2%

ITAiShares

−3.4%

+36.2%Year to date−3.4%

−39.5%Worst drop · 1Y−20.0%

49.4%Volatility · 1Y23.7%

0.8%Yield0.6%

$39.1BAssets$11.7B

2–2level

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

Cost, Income and Risk

Fees: SOXX, SMH, ITA

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

ITA0.37%$37

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

Yields: SOXX, SMH, ITA

0.76%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.76%$76

ITA0.58%$58

SMH0.24%$24

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

ITA$58 − $37 = $21

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SOXX, SMH, ITA

Today

69.6%most shared, SOXX and SMH

SOXXSMHITA

SOXX—69.6%0.0%

SMH69.6%—0.0%

ITA0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

ITAWorst drop−20.0%23.7% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SOXXSMH

+36.2%Year to date+28.8%

0.8%Yield0.2%

+34.5%Past year+29.5%

0.33%Fee0.35%

4–0SOXX 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026