Compare · 3 funds side by side · dividends reinvested

SURI, LFSC 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, LFSC 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%$60.7B1.8

F/M Emerald Life Sciences Innovation ETFThematic · Disruptive tech0.79%0.00%+27.8%+49.4%[…][…]−17.6%29.1%$125M1.8

Simplify Propel Opportunities ETFUnsorted2.84%16.23%+13.2%+23.6%+12.9%[…]−19.2%21.4%$78M2.1

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 · LFSC 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

LFSC

F/M Emerald Life Sciences Innovation ETF · $125M[…]

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

SMHMeasureLFSC

+35.3%Year to dateJan 1 → Nov 9+27.8%

+39.3%1 yearTotal return+49.4%

+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 · $79 a year on $10k · lower is better0.79%

0.23%Trailing 12-mo yield$23 · $0 a year on $10k0.00%

−33.1%Worst dropSmaller is better−17.6%

43.1%VolatilityLower is calmer29.1%

SMHLFSC 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

SMH vs LFSC: Top 5 Holdings

Today

SMH

47.7%in top 5

LFSC

in top 534.8%

SMHStockLFSC

20.7%NVDAnot top 5

not top 5REPL10.7%

10.0%TSMnot top 5

not top 5LIVN7.6%

not top 5COGT6.0%

5.9%TXNnot top 5

5.7%AVGOnot top 5

not top 5TVTX5.6%

5.4%AMDnot top 5

not top 5BLLN4.9%

Held in common0.0%

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

SMH vs LFSC Returns, Every Period

VanEckSMH

+39.3%

past year

LFSCEmerald

+49.4%

past year

SMHLFSCFaded: behind in that period

1–1Level

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

Thematic vs Unsorted: SMH vs SURI

YTD

VanEckSMH

+35.3%

SURISimplify

+13.2%

+35.3%Year to date+13.2%

−33.1%Worst drop · 1Y−19.2%

43.1%Volatility · 1Y21.4%

0.2%Yield16.2%

$60.7BAssets$78.2M

3–1SURI wins

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

Cost, Income and Risk

Fees: SURI, LFSC, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

LFSC0.79%$79

SURI2.84%$284

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

Yields: SURI, LFSC, SMH

16.23%highest, SURI

FundTrailing yieldYield$10k

SURI16.23%$1,623

SMH0.23%$23

LFSC0.00%$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

LFSC$0 − $79 = −$79

KeptFee

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

Overlap: SURI, LFSC, SMH

Today

2.3%most shared, SURI and LFSC

SURILFSCSMH

SURI—2.3%0.0%

LFSC2.3%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+49.4%LFSC, at 29.1% volatility

SURIWorst drop−19.2%21.4% vol

LFSCWorst drop−17.6%29.1% 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

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

$37.5BAssets$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%

$122BAssets$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