Compare · 4 funds side by side · dividends reinvested

SPIT, SMH, CIBR and DRAM

SPITEmerald×SMHVanEck×CIBRFirst Trust×DRAMRoundhill×

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

02 / 04

SPIT, SMH, CIBR and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B1.9

F/m Emerald Special Situations ETFUnsorted0.89%6.36%+12.9%+14.8%[…][…]−22.3%26.5%$31M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, 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: SPIT 2025 · SMH 2011 · CIBR 2015 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

F/m Emerald Special Situations ETF · $31M[…]

SPIT

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

SPITMeasureSMH

+12.9%Year to dateJan 1 → Nov 9+35.3%

+14.8%1 yearTotal return+39.3%

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

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

0.89%Expense ratio$89 · $35 a year on $10k · lower is better0.35%

6.36%Trailing 12-mo yield$636 · $23 a year on $10k0.23%

−22.3%Worst dropSmaller is better−33.1%

26.5%VolatilityLower is calmer43.1%

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

3–3Level

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

More Ways to See the Pairs

SPIT vs SMH: Top 5 Holdings

Today

SPIT

20.8%in top 5

SMH

in top 547.7%

SPITStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.5%SEInot top 5

4.3%AMZNnot top 5

4.2%TTInot top 5

4.0%LIVNnot top 5

3.8%GHnot top 5

Held in common2.4%

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

SPIT vs SMH Returns, Every Period

EmeraldSPIT

+14.8%

past year

SMHVanEck

+39.3%

past year

SPITSMHFaded: behind in that period

0–2SMH wins

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

Unsorted vs Thematic: SPIT vs CIBR

YTD

EmeraldSPIT

+12.9%

CIBRFirst Trust

+32.8%

+12.9%Year to date+32.8%

−22.3%Worst drop · 1Y−20.6%

26.5%Volatility · 1Y31.3%

6.4%Yield0.4%

$31.0MAssets$15.8B

2–2level

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

Cost, Income and Risk

Fees: SPIT, SMH, CIBR, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

CIBR0.58%$58

DRAM0.65%$65

SPIT0.89%$89

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

Yields: SPIT, SMH, CIBR, DRAM

6.36%highest, SPIT

FundTrailing yieldYield$10k

SPIT6.36%$636

CIBR0.42%$42

SMH0.23%$23

DRAM0.00%$0

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

Income After Fees on $10,000

$547most kept, SPIT

SPIT$636 − $89 = $547

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SPIT, SMH, CIBR, DRAM

Today

5.7%most shared, SMH and CIBR

SPITSMHCIBRDRAM

SPIT—2.4%2.1%0.0%

SMH2.4%—5.7%3.1%

CIBR2.1%5.7%—0.0%

DRAM0.0%3.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SPITWorst drop−22.3%26.5% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SPITSMH

+12.9%Year to date+35.3%

6.4%Yield0.2%

+14.8%Past year+39.3%

0.89%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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