Compare · 3 funds side by side · dividends reinvested

SURI, DRAM and SMH

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

02 / 04

SURI, DRAM and SMH, 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%$60.7B1.4

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M1.7

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B2.5

Rank among the three1st → 3rdFee, 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: SURI 2023 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Propel Opportunities ETF · $78M[…]

SURI

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

SURIMeasureSMH

+13.2%Year to dateJan 1 → Nov 9+35.3%

+23.6%1 yearTotal return+39.3%

+12.9%3 years · per year$10,000 became $14,374 · $33,815+50.1%

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

2.84%Expense ratio$284 · $35 a year on $10k · lower is better0.35%

16.23%Trailing 12-mo yield$1,623 · $23 a year on $10k0.23%

−19.2%Worst dropSmaller is better−33.1%

21.4%VolatilityLower is calmer43.1%

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

3–4SMH wins

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

More Ways to See the Pairs

SURI vs SMH: Top 5 Holdings

Today

SURI

60.4%in top 5

SMH

in top 547.7%

SURIStockSMH

42.0%PAGPnot top 5

not top 5NVDA20.7%

not top 5TSM10.0%

8.0%ACHVnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

4.3%DCTHnot top 5

3.3%MISTnot top 5

2.9%COLLnot top 5

Held in common0.0%

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

SURI vs SMH Returns, Every Period

SimplifySURI

+23.6%

past year

SMHVanEck

+39.3%

past year

SURISMHFaded: behind in that period

0–3SMH wins

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

Unsorted vs Thematic: SURI vs SMH

YTD

SimplifySURI

+13.2%

SMHVanEck

+35.3%

+13.2%Year to date+35.3%

−19.2%Worst drop · 1Y−33.1%

21.4%Volatility · 1Y43.1%

16.2%Yield0.2%

$78.2MAssets$60.7B

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, DRAM, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DRAM0.65%$65

SURI2.84%$284

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

Yields: SURI, DRAM, SMH

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

SMH0.23%$23

DRAM0.00%$0

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

Income After Fees on $10,000

$1,339most kept, SURI

SURI$1,623 − $284 = $1,339

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SURI, DRAM, SMH

Today

3.1%most shared, DRAM and SMH

SURIDRAMSMH

SURI—0.0%0.0%

DRAM0.0%—3.1%

SMH0.0%3.1%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

SURIWorst drop−19.2%21.4% 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

SURISMH

+13.2%Year to date+35.3%

16.2%Yield0.2%

+23.6%Past year+39.3%

2.84%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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