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$36,298SMH · 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%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.49%+17.7%+15.0%+36.2%+15.6%−35.5%34.9%$733M1.9

TCW Transform Systems ETFUnsorted0.75%0.06%−0.2%−3.2%+23.5%[…]−27.0%30.3%$1.3B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: UFOX 2019 · PWRD 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform Systems ETF · $1.3B[…]

PWRD

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

PWRDMeasureSMH

−0.2%Year to dateJan 1 → Nov 9+35.3%

−3.2%1 yearTotal return+39.3%

+23.5%3 years · per year$10,000 became $18,843 · $33,815+50.1%

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

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

0.06%Trailing 12-mo yield$6 · $23 a year on $10k0.23%

−27.0%Worst dropSmaller is better−33.1%

30.3%VolatilityLower is calmer43.1%

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

2–5SMH wins

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

More Ways to See the Pairs

PWRD vs SMH: Top 5 Holdings

Today

PWRD

33.3%in top 5

SMH

in top 547.7%

PWRDStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

9.6%GEnot top 5

7.4%UNPnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

5.5%SAF.PAnot top 5

5.4%XOMnot top 5

not top 5AMD5.4%

5.3%VGnot top 5

Held in common10.0%

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

PWRD vs SMH Returns, Every Period

TCWPWRD

−3.2%

past year

SMHVanEck

+39.3%

past year

PWRDSMHFaded: behind in that period

0–3SMH wins

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

Unsorted vs Thematic: PWRD vs UFOX

YTD

TCWPWRD

−0.2%

UFOXDefiance

+17.7%

−0.2%Year to date+17.7%

−27.0%Worst drop · 1Y−35.5%

30.3%Volatility · 1Y34.9%

0.1%Yield0.5%

$1.3BAssets$733M

2–2level

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

Yields: UFOX, PWRD, SMH

0.49%highest, UFOX

FundTrailing yieldYield$10k

UFOX0.49%$49

SMH0.23%$23

PWRD0.06%$6

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

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

SMH$23 − $35 = −$12

PWRD$6 − $75 = −$69

KeptFee

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

Overlap: UFOX, PWRD, SMH

Today

14.3%most shared, UFOX and SMH

UFOXPWRDSMH

UFOX—5.2%14.3%

PWRD5.2%—10.0%

SMH14.3%10.0%—

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

PWRDWorst drop−27.0%30.3% vol

UFOXWorst drop−35.5%34.9% 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

UFOXSMH

+17.7%Year to date+35.3%

0.5%Yield0.2%

+15.0%Past year+39.3%

0.30%Fee0.35%

2–2level

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