Compare · 2 funds side by side · dividends reinvested

VUG and SMH

VUGVanguard×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,824SMH · best of the two

02 / 04

VUG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

SMH

VanEck Semiconductor ETF · $65.4B$33,824

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

VUGMeasureSMH

+6.3%Year to dateJan 1 → Nov 5+40.0%

+3.4%1 yearTotal return+38.2%

+25.4%3 years · per year$10,000 became $19,712 · $37,049+54.7%

+11.4%5 years · per year$10,000 became $17,153 · $38,820+31.2%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

0.40%Trailing 12-mo yield$40 · $22 a year on $10k0.22%

−16.1%Worst dropSmaller is better−24.6%

18.2%VolatilityLower is calmer41.2%

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

4–4Level

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

More Ways to See the Pairs

VUG vs SMH: Top 5 Holdings

Today

VUG

45.2%in top 5

SMH

in top 547.4%

VUGStockSMH

13.5%NVDA20.5%

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5TSM9.7%

not top 5TXN6.1%

4.3%AVGO5.8%

not top 5AMD5.4%

5.2%GOOGLnot top 5

Held in common26.9%

End-of-day Nov 5, 2026 · share of each fund

VUG vs SMH Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

VUGSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Thematic: VUG vs SMH

YTD

VanguardVUG

+6.3%

SMHVanEck

+40.0%

+6.3%Year to date+40.0%

−16.1%Worst drop · 1Y−24.6%

18.2%Volatility · 1Y41.2%

0.4%Yield0.2%

$233BAssets$65.4B

3–1VUG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, SMH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMH0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUG, SMH

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUG, SMH

Today

26.9%most shared, VUG and SMH

VUGSMH

VUG—26.9%

SMH26.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

VUGWorst drop−16.1%18.2% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VUGSMH

+6.3%Year to date+40.0%

0.4%Yield0.2%

+3.4%Past year+38.2%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026