Compare · 3 funds side by side · dividends reinvested

SOXX, SMH and SOXQ

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, SMH and SOXQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco PHLX Semiconductor ETFThematic · AI & semis0.19%0.41%+27.7%+29.8%+41.8%+22.3%−38.2%48.1%$2.7B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B2.1

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 · SMH 2011 · SOXQ 2021

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,093

SOXX

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 69.8% in common

SOXXMeasureSMH

+31.6%Year to dateJan 1 → Nov 5+24.3%

+34.0%1 yearTotal return+27.3%

+39.8%3 years · per year$10,000 became $27,297 · $32,662+48.4%

+21.1%5 years · per year$10,000 became $26,093 · $33,824+27.6%

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

0.95%Trailing 12-mo yield$95 · $25 a year on $10k0.25%

−39.5%Worst dropSmaller is better−33.1%

49.4%VolatilityLower is calmer42.8%

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

4–4Level

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 SMH: Top 5 Holdings

Today

SOXX

38.8%in top 5

SMH

in top 547.4%

SOXXStockSMH

8.2%NVDA20.5%

not top 5TSM9.7%

9.4%AMD5.4%

7.9%AVGO5.8%

7.5%MUnot top 5

not top 5TXN6.1%

5.9%INTCnot top 5

Held in common69.8%

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

SOXX vs SMH Returns, Every Period

iSharesSOXX

+21.1%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

SOXXSMHFaded: behind in that period

2–2Level

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

SOXX vs SOXQ

YTD

iSharesSOXX

+31.6%

SOXQInvesco

+27.7%

+31.6%Year to date+27.7%

−39.5%Worst drop · 1Y−38.2%

49.4%Volatility · 1Y48.1%

0.9%Yield0.4%

$37.6BAssets$2.7B

2–2level

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

Cost, Income and Risk

Fees: SOXX, SMH, SOXQ

Today

0.19%lowest, SOXQ

FundExpense ratioFee$10k

SOXQ0.19%$19

SOXX0.33%$33

SMH0.35%$35

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

Yields: SOXX, SMH, SOXQ

0.95%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.95%$95

SOXQ0.41%$41

SMH0.25%$25

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

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

SOXQ$41 − $19 = $22

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SOXX, SMH, SOXQ

Today

83.7%most shared, SOXX and SOXQ

SOXXSMHSOXQ

SOXX—69.8%83.7%

SMH69.8%—73.7%

SOXQ83.7%73.7%—

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

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

SMHWorst drop−33.1%42.8% vol

SOXQWorst drop−38.2%48.1% 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

SOXXSOXQ

+31.6%Year to date+27.7%

0.9%Yield0.4%

+34.0%Past year+29.8%

0.33%Fee0.19%

3–1SOXX 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%

$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