Compare · 4 funds side by side · dividends reinvested

VCLN, EFAS, SCHD and SMH

VCLNVirtus×EFASGlobal X×SCHDSchwab×SMHVanEck×

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

02 / 04

VCLN, EFAS, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Global X - MSCI SuperDividend EAFE ETFIncome · Dividend stocks0.55%5.00%+18.8%+26.7%+27.0%+14.0%−8.4%11.7%$62M2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.5

Virtus Duff & Phelps Clean Energy ETFThematic · Clean energy & EV0.59%2.06%+1.4%−1.8%+20.1%−0.7%−30.8%30.6%$5M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VCLN 2021 · EFAS 2016 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Duff & Phelps Clean Energy ETF · $5M$9,674

VCLN

EFAS

Global X - MSCI SuperDividend EAFE ETF · $62M$19,261

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

VCLNMeasureEFAS

+1.4%Year to dateJan 1 → Nov 6+18.8%

−1.8%1 yearTotal return+26.7%

+20.1%3 years · per year$10,000 became $17,325 · $20,490+27.0%

−0.7%5 years · per year$10,000 became $9,674 · $19,261+14.0%

0.59%Expense ratio$59 · $55 a year on $10k · lower is better0.55%

2.06%Trailing 12-mo yield$206 · $500 a year on $10k5.00%

−30.8%Worst dropSmaller is better−8.4%

30.6%VolatilityLower is calmer11.7%

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

0–8EFAS wins

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

More Ways to See the Pairs

VCLN vs EFAS: Top 5 Holdings

Today

VCLN

33.7%in top 5

EFAS

in top 512.5%

VCLNStockEFAS

9.1%NXTnot top 5

8.0%FSLRnot top 5

7.1%IBE.MCnot top 5

4.9%BEnot top 5

4.5%EDP.LSnot top 5

not top 51308.HK2.8%

not top 5SW.PA2.5%

not top 5REP.MC2.5%

not top 5LAND.L2.3%

not top 5BMPS.MI2.3%

Held in common2.2%

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

VCLN vs EFAS Returns, Every Period

VirtusVCLN

−0.7%

5 years, per year

EFASGlobal X

+14.0%

5 years, per year

VCLNEFASFaded: behind in that period

0–4EFAS wins

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

Thematic vs Income: VCLN vs EFAS

YTD

VirtusVCLN

+1.4%

EFASGlobal X

+18.8%

+1.4%Year to date+18.8%

−30.8%Worst drop · 1Y−8.4%

30.6%Volatility · 1Y11.7%

2.1%Yield5.0%

$5.2MAssets$61.9M

4–0EFAS wins

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

Cost, Income and Risk

Fees: VCLN, EFAS, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

EFAS0.55%$55

VCLN0.59%$59

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

Yields: VCLN, EFAS, SCHD, SMH

5.00%highest, EFAS

FundTrailing yieldYield$10k

EFAS5.00%$500

SCHD3.00%$300

VCLN2.06%$206

SMH0.24%$24

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

Income After Fees on $10,000

$445most kept, EFAS

EFAS$500 − $55 = $445

SCHD$300 − $6 = $294

VCLN$206 − $59 = $147

SMH$24 − $35 = −$11

KeptFee

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

Overlap: VCLN, EFAS, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

VCLNEFASSCHDSMH

VCLN—2.2%0.1%0.0%

EFAS2.2%—0.0%0.0%

SCHD0.1%0.0%—7.9%

SMH0.0%0.0%7.9%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

EFASWorst drop−8.4%11.7% vol

VCLNWorst drop−30.8%30.6% 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

EFASSCHD

+18.8%Year to date+31.4%

5.0%Yield3.0%

+26.7%Past year+37.0%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026