Compare · 3 funds side by side · dividends reinvested

UFOX, PWRD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

UFOX, PWRD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.6

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.50%+17.2%+11.5%+38.0%+16.0%−29.7%33.5%$770M1.9

TCW Transform Systems ETFUnsorted0.75%0.06%−0.8%−6.7%+24.1%[…]−23.3%29.4%$1.4B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: UFOX 2019 · PWRD 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $770M$20,988

UFOX

PWRD

TCW Transform Systems ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

UFOXMeasurePWRD

+17.2%Year to dateJan 1 → Nov 4−0.8%

+11.5%1 yearTotal return−6.7%

+38.0%3 years · per year$10,000 became $26,273 · $19,114+24.1%

+16.0%5 years · per year$10,000 became $20,988 · […][…]

0.30%Expense ratio$30 · $75 a year on $10k · lower is better0.75%

0.50%Trailing 12-mo yield$50 · $6 a year on $10k0.06%

−29.7%Worst dropSmaller is better−23.3%

33.5%VolatilityLower is calmer29.4%

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

5–2UFOX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UFOX vs PWRD: Top 5 Holdings

Today

UFOX

24.8%in top 5

PWRD

in top 532.1%

UFOXStockPWRD

not top 5GE8.9%

not top 5UNP7.2%

5.8%AAPLnot top 5

not top 5VG5.6%

not top 5XOM5.4%

5.3%SPCXnot top 5

5.1%NVDAnot top 5

5.0%AVGOnot top 5

not top 5SAF.PA5.0%

3.6%CSCOnot top 5

Held in common5.2%

End-of-day Nov 4, 2026 · share of each fund

UFOX vs PWRD Returns, Every Period

DefianceUFOX

+11.5%

past year

PWRDTCW

−6.7%

past year

UFOXPWRDFaded: behind in that period

3–0UFOX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

UFOX vs SMH

YTD

DefianceUFOX

+17.2%

SMHVanEck

+40.0%

+17.2%Year to date+40.0%

−29.7%Worst drop · 1Y−24.6%

33.5%Volatility · 1Y41.2%

0.5%Yield0.2%

$770MAssets$65.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UFOX, PWRD, SMH

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SMH0.35%$35

PWRD0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UFOX, PWRD, SMH

0.50%highest, UFOX

FundTrailing yieldYield$10k

UFOX0.50%$50

SMH0.22%$22

PWRD0.06%$6

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$20most kept, UFOX

UFOX$50 − $30 = $20

SMH$22 − $35 = −$13

PWRD$6 − $75 = −$69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UFOX, PWRD, SMH

Today

14.9%most shared, UFOX and SMH

UFOXPWRDSMH

UFOX—5.2%14.9%

PWRD5.2%—10.9%

SMH14.9%10.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

PWRDWorst drop−23.3%29.4% vol

UFOXWorst drop−29.7%33.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UFOXSMH

+17.2%Year to date+40.0%

0.5%Yield0.2%

+11.5%Past year+38.2%

0.30%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026