Compare · 3 funds side by side · dividends reinvested

UFOX, VIG 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, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.9

Defiance Space and Connective Tech ETFThematic · Defense & space0.30%0.50%+17.2%+11.5%+38.0%+16.0%−29.7%33.5%$770M2.3

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 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

UFOX

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

UFOXMeasureVIG

+17.2%Year to dateJan 1 → Nov 4+16.4%

+11.5%1 yearTotal return+18.9%

+38.0%3 years · per year$10,000 became $26,273 · $17,533+20.6%

+16.0%5 years · per year$10,000 became $20,988 · $17,005+11.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

0.50%Trailing 12-mo yield$50 · $144 a year on $10k1.44%

−29.7%Worst dropSmaller is better−7.9%

33.5%VolatilityLower is calmer10.2%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

UFOX

24.8%in top 5

VIG

in top 522.1%

UFOXStockVIG

5.8%AAPL4.9%

5.3%SPCXnot top 5

5.1%NVDAnot top 5

5.0%AVGO4.3%

not top 5MSFT4.9%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%CSCOnot top 5

Held in common13.0%

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

UFOX vs VIG Returns, Every Period

DefianceUFOX

+16.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

UFOXVIGFaded: behind in that period

3–1UFOX wins

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

Thematic vs Income: UFOX vs VIG

YTD

DefianceUFOX

+17.2%

VIGVanguard

+16.4%

+17.2%Year to date+16.4%

−29.7%Worst drop · 1Y−7.9%

33.5%Volatility · 1Y10.2%

0.5%Yield1.4%

$770MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: UFOX, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

UFOX0.30%$30

SMH0.35%$35

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

Yields: UFOX, VIG, SMH

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

UFOX0.50%$50

SMH0.22%$22

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

UFOX$50 − $30 = $20

SMH$22 − $35 = −$13

KeptFee

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

Overlap: UFOX, VIG, SMH

Today

14.9%most shared, UFOX and SMH

UFOXVIGSMH

UFOX—13.0%14.9%

VIG13.0%—10.3%

SMH14.9%10.3%—

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

VIGWorst drop−7.9%10.2% 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

VIGSMH

+16.4%Year to date+40.0%

1.4%Yield0.2%

+18.9%Past year+38.2%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026