Compare · 4 funds side by side · dividends reinvested

UFOX, SKYY, SMH and DRAM

UFOXDefiance×SKYYFirst Trust×SMHVanEck×DRAMRoundhill×

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

02 / 04

UFOX, SKYY, SMH and DRAM, 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

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+15.9%+10.1%+26.9%+5.9%−25.4%32.0%$3.0B2.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, 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 · SKYY 2011 · SMH 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Defiance Space and Connective Tech ETF · $733M$20,602

UFOX

SKYY

First Trust Cloud Computing ETF · $3.0B$13,332

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

UFOXMeasureSKYY

+17.7%Year to dateJan 1 → Nov 9+15.9%

+15.0%1 yearTotal return+10.1%

+36.2%3 years · per year$10,000 became $25,250 · $20,430+26.9%

+15.6%5 years · per year$10,000 became $20,602 · $13,332+5.9%

0.30%Expense ratio$30 · $60 a year on $10k · lower is better0.60%

0.49%Trailing 12-mo yield$49 · $0 a year on $10k0.00%

−35.5%Worst dropSmaller is better−25.4%

34.9%VolatilityLower is calmer32.0%

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

6–2UFOX wins

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

More Ways to See the Pairs

UFOX vs SKYY: Top 5 Holdings

Today

UFOX

24.9%in top 5

SKYY

in top 519.4%

UFOXStockSKYY

6.4%AAPLnot top 5

5.3%SPCXnot top 5

4.9%NVDAnot top 5

4.7%AVGOnot top 5

not top 5IBM4.1%

not top 5MSFT4.1%

not top 5P4.0%

not top 5AMZN3.9%

3.5%CSCOnot top 5

not top 5ANET3.4%

Held in common12.4%

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

UFOX vs SKYY Returns, Every Period

DefianceUFOX

+15.6%

5 years, per year

SKYYFirst Trust

+5.9%

5 years, per year

UFOXSKYYFaded: behind in that period

4–0UFOX wins

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

UFOX vs SMH

YTD

DefianceUFOX

+17.7%

SMHVanEck

+35.3%

+17.7%Year to date+35.3%

−35.5%Worst drop · 1Y−33.1%

34.9%Volatility · 1Y43.1%

0.5%Yield0.2%

$733MAssets$60.7B

2–2level

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

Cost, Income and Risk

Fees: UFOX, SKYY, SMH, DRAM

Today

0.30%lowest, UFOX

FundExpense ratioFee$10k

UFOX0.30%$30

SMH0.35%$35

SKYY0.60%$60

DRAM0.65%$65

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

Yields: UFOX, SKYY, SMH, DRAM

0.49%highest, UFOX

FundTrailing yieldYield$10k

UFOX0.49%$49

SMH0.23%$23

SKYY0.00%$0

DRAM0.00%$0

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

SKYY$0 − $60 = −$60

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: UFOX, SKYY, SMH, DRAM

Today

14.3%most shared, UFOX and SMH

UFOXSKYYSMHDRAM

UFOX—12.4%14.3%0.0%

SKYY12.4%—0.0%0.0%

SMH14.3%0.0%—3.1%

DRAM0.0%0.0%3.1%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SKYYWorst drop−25.4%32.0% vol

UFOXWorst drop−35.5%34.9% 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

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 Four

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