Compare · 3 funds side by side · dividends reinvested

TMAT, GLDM and SMH

Not found: IAU

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

TMAT, GLDM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.6

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−5.8%+2.0%+27.0%+17.8%−28.0%28.8%$30.5B2.0

Main Thematic Innovation ETFThematic · Disruptive tech0.79%0.02%−1.3%−10.0%+24.2%+0.9%−23.4%30.4%$212M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: TMAT 2021 · GLDM 2018 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Gold MiniShares Trust · $30.5B$22,676

GLDM

TMAT

Main Thematic Innovation ETF · $212M$10,480

$10,000 five years ago, dividends reinvested

GLDMMeasureTMAT

−5.8%Year to dateJan 1 → Nov 6−1.3%

+2.0%1 yearTotal return−10.0%

+27.0%3 years · per year$10,000 became $20,492 · $19,140+24.2%

+17.8%5 years · per year$10,000 became $22,676 · $10,480+0.9%

0.10%Expense ratio$10 · $79 a year on $10k · lower is better0.79%

0.00%Trailing 12-mo yield$0 · $2 a year on $10k0.02%

−28.0%Worst dropSmaller is better−23.4%

28.8%VolatilityLower is calmer30.4%

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

5–3GLDM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GLDM vs TMAT: Top 5 Holdings

Today

GLDM

[…]in top 5

TMAT

in top 518.5%

GLDMStockTMAT

not top 5PANW4.9%

not top 5MU3.9%

not top 5HNGE3.7%

not top 5RBRK3.1%

not top 5YOU2.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

GLDM vs TMAT Returns, Every Period

SPDRGLDM

+17.8%

5 years, per year

TMATMain Management

+0.9%

5 years, per year

GLDMTMATFaded: behind in that period

3–1GLDM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Commodities vs Thematic: GLDM vs SMH

YTD

SPDRGLDM

−5.8%

SMHVanEck

+28.8%

−5.8%Year to date+28.8%

−28.0%Worst drop · 1Y−33.1%

28.8%Volatility · 1Y42.9%

0.0%Yield0.2%

$30.5BAssets$60.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMAT, GLDM, SMH

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

SMH0.35%$35

TMAT0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TMAT, GLDM, SMH

0.24%highest, SMH

FundTrailing yieldYield$10k

SMH0.24%$24

TMAT0.02%$2

GLDM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$10most kept, GLDM

GLDM$0 − $10 = −$10

SMH$24 − $35 = −$11

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TMAT, GLDM, SMH

Today

9.8%most shared, TMAT and SMH

TMATGLDMSMH

TMAT—[…]9.8%

GLDM[…]—[…]

SMH9.8%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

GLDMWorst drop−28.0%28.8% vol

TMATWorst drop−23.4%30.4% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMHTMAT

+28.8%Year to date−1.3%

0.2%Yield0.0%

+29.5%Past year−10.0%

0.35%Fee0.79%

4–0SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026