Compare · 2 funds side by side · dividends reinvested

SPAM and SMH

SPAMThemes×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$36,298SMH · best of the two

02 / 04

SPAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.34%+41.9%+29.9%[…][…]−20.7%33.4%$6M1.2

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPAM 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

SPAM

Themes Cybersecurity ETF · $6M[…]

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

SMHMeasureSPAM

+35.3%Year to dateJan 1 → Nov 9+41.9%

+39.3%1 yearTotal return+29.9%

+50.1%3 years · per year$10,000 became $33,815 · […][…]

+29.4%5 years · per year$10,000 became $36,298 · […][…]

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

0.23%Trailing 12-mo yield$23 · $35 a year on $10k0.34%

−33.1%Worst dropSmaller is better−20.7%

43.1%VolatilityLower is calmer33.4%

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

1–4SPAM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs SPAM: Top 5 Holdings

Today

SMH

47.7%in top 5

SPAM

in top 526.7%

SMHStockSPAM

20.7%NVDAnot top 5

10.0%TSMnot top 5

not top 5YOU6.1%

5.9%TXNnot top 5

5.7%AVGOnot top 5

not top 5CHKP5.4%

5.4%AMDnot top 5

not top 5TENB5.3%

not top 5CACI5.1%

not top 5BB4.9%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SMH vs SPAM Returns, Every Period

VanEckSMH

+39.3%

past year

SPAMThemes

+29.9%

past year

SMHSPAMFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SMH vs SPAM

YTD

VanEckSMH

+35.3%

SPAMThemes

+41.9%

+35.3%Year to date+41.9%

−33.1%Worst drop · 1Y−20.7%

43.1%Volatility · 1Y33.4%

0.2%Yield0.3%

$60.7BAssets$6.3M

4–0SPAM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPAM, SMH

Today

0.35%lowest, SPAM

FundExpense ratioFee$10k

SPAM0.35%$35

SMH0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPAM, SMH

0.34%highest, SPAM

FundTrailing yieldYield$10k

SPAM0.34%$35

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$1most kept, SPAM

SPAM$35 − $35 = −$1

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPAM, SMH

Today

0.0%most shared, SPAM and SMH

SPAMSMH

SPAM—0.0%

SMH0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.3%SMH, at 43.1% volatility

SPAMWorst drop−20.7%33.4% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPAMSMH

+41.9%Year to date+35.3%

0.3%Yield0.2%

+29.9%Past year+39.3%

0.35%Fee0.35%

2–1SPAM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026