Compare · 3 funds side by side · dividends reinvested

SOXX, SMH and VIG

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 VIG, 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%$37.6B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

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 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,892

SOXX

SMH

VanEck Semiconductor ETF · $57.7B$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

Thematic vs Income: SOXX vs VIG

YTD

iSharesSOXX

+36.2%

VIGVanguard

+12.1%

+36.2%Year to date+12.1%

−39.5%Worst drop · 1Y−7.9%

49.4%Volatility · 1Y10.8%

0.8%Yield1.5%

$37.6BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SOXX, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

SMH0.35%$35

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

Yields: SOXX, SMH, VIG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SOXX, SMH, VIG

Today

69.6%most shared, SOXX and SMH

SOXXSMHVIG

SOXX—69.6%10.3%

SMH69.6%—10.3%

VIG10.3%10.3%—

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

VIGWorst drop−7.9%10.8% 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

VIGSOXX

+12.1%Year to date+36.2%

1.5%Yield0.8%

+14.3%Past year+34.5%

0.04%Fee0.33%

2–2level

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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