Compare · 4 funds side by side · dividends reinvested

VIG, WCBR, SOXX and SMH

VIGVanguard×WCBRWisdomTree×SOXXiShares×SMHVanEck×

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

02 / 04

VIG, WCBR, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

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: VIG 2006 · WCBR 2021 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SOXX

iShares Semiconductor ETF · $37.5B$28,442

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

VIGMeasureSOXX

+14.8%Year to dateJan 1 → Nov 9+46.5%

+17.6%1 yearTotal return+48.5%

+18.8%3 years · per year$10,000 became $16,775 · $29,015+42.6%

+10.7%5 years · per year$10,000 became $16,638 · $28,442+23.3%

0.04%Expense ratio$4 · $33 a year on $10k · lower is better0.33%

1.46%Trailing 12-mo yield$146 · $28 a year on $10k0.28%

−7.9%Worst dropSmaller is better−39.5%

11.0%VolatilityLower is calmer49.8%

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

4–4Level

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

More Ways to See the Pairs

VIG vs SOXX: Top 5 Holdings

Today

VIG

22.1%in top 5

SOXX

in top 539.1%

VIGStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

4.3%AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common10.3%

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

VIG vs SOXX Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

VIGSOXXFaded: behind in that period

0–4SOXX wins

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

Income vs Thematic: VIG vs SOXX

YTD

VanguardVIG

+14.8%

SOXXiShares

+46.5%

+14.8%Year to date+46.5%

−7.9%Worst drop · 1Y−39.5%

11.0%Volatility · 1Y49.8%

1.5%Yield0.3%

$109BAssets$37.5B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, WCBR, SOXX, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

SMH0.35%$35

WCBR0.45%$45

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

Yields: VIG, WCBR, SOXX, SMH

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

SOXX0.28%$28

SMH0.23%$23

WCBR0.00%$0

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VIG, WCBR, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

VIGWCBRSOXXSMH

VIG—0.0%10.3%10.3%

WCBR0.0%—0.0%0.0%

SOXX10.3%0.0%—69.6%

SMH10.3%0.0%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

VIGWorst drop−7.9%11.0% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGWCBR

+14.8%Year to date+56.2%

1.5%Yield0.0%

+17.6%Past year+41.4%

0.04%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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