Compare · 3 funds side by side · dividends reinvested

SPAM, DRAM and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

SPAM, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.33%+48.2%+31.5%[…][…]−20.7%32.7%$7M1.2

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPAM 2023 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes Cybersecurity ETF · $7M[…]

SPAM

DRAM

Roundhill Memory ETF · $17.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPAMMeasureDRAM

+48.2%Year to dateJan 1 → Nov 4[…]

+31.5%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $65 a year on $10k · lower is better0.65%

0.33%Trailing 12-mo yield$33 · $0 a year on $10k0.00%

−20.7%Worst dropSmaller is better[…]

32.7%VolatilityLower is calmer[…]

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

2–0SPAM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPAM vs DRAM: Top 5 Holdings

Today

SPAM

29.7%in top 5

DRAM

in top 572.7%

SPAMStockDRAM

not top 5FGXXX19.2%

not top 5005930.K19.1%

not top 5000660.K16.4%

not top 5912797WN12.5%

6.6%ZSnot top 5

5.9%BAHnot top 5

5.8%RBRKnot top 5

5.8%CACInot top 5

not top 5912797VA5.5%

5.5%OKTAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPAM vs DRAM Returns, Every Period

ThemesSPAM

+31.5%

past year

DRAMRoundhill

[…]

past year

Returns […]

SPAMDRAMFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPAM vs SMH

YTD

ThemesSPAM

+48.2%

SMHVanEck

+40.0%

+48.2%Year to date+40.0%

−20.7%Worst drop · 1Y−24.6%

32.7%Volatility · 1Y41.2%

0.3%Yield0.2%

$6.7MAssets$65.4B

4–0SPAM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPAM, DRAM, SMH

Today

0.35%lowest, SPAM

FundExpense ratioFee$10k

SPAM0.35%$35

SMH0.35%$35

DRAM0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPAM, DRAM, SMH

0.33%highest, SPAM

FundTrailing yieldYield$10k

SPAM0.33%$33

SMH0.22%$22

DRAM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$2most kept, SPAM

SPAM$33 − $35 = −$2

SMH$22 − $35 = −$13

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPAM, DRAM, SMH

Today

3.3%most shared, DRAM and SMH

SPAMDRAMSMH

SPAM—0.0%0.0%

DRAM0.0%—3.3%

SMH0.0%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

SPAMWorst drop−20.7%32.7% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPAMSMH

+48.2%Year to date+40.0%

0.3%Yield0.2%

+31.5%Past year+38.2%

0.35%Fee0.35%

2–1SPAM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026