Compare · 3 funds side by side · dividends reinvested

WISE, IVV and SMH

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

02 / 04

WISE, IVV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

Themes Generative Artificial Intelligence ETFThematic · AI & semis0.35%5.70%−27.7%−35.1%[…][…]−39.2%36.1%$20M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: WISE 2023 · IVV 2000 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

WISE

Themes Generative Artificial Intelligence ETF · $20M[…]

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

IVVMeasureWISE

+8.7%Year to dateJan 1 → Nov 6−27.7%

+9.8%1 yearTotal return−35.1%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

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

1.14%Trailing 12-mo yield$114 · $570 a year on $10k5.70%

−8.9%Worst dropSmaller is better−39.2%

13.6%VolatilityLower is calmer36.1%

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

5–1IVV wins

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

More Ways to See the Pairs

IVV vs WISE: Top 5 Holdings

Today

IVV

27.8%in top 5

WISE

in top 526.9%

IVVStockWISE

7.9%AAPLnot top 5

6.9%NVDA5.4%

6.3%MSFTnot top 5

not top 5III6.3%

not top 5AI5.2%

not top 5SNOW5.0%

not top 5AMD5.0%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common15.2%

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

IVV vs WISE Returns, Every Period

iSharesIVV

+9.8%

past year

WISEThemes

−35.1%

past year

IVVWISEFaded: behind in that period

2–0IVV wins

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

Core vs Thematic: IVV vs WISE

YTD

iSharesIVV

+8.7%

WISEThemes

−27.7%

+8.7%Year to date−27.7%

−8.9%Worst drop · 1Y−39.2%

13.6%Volatility · 1Y36.1%

1.1%Yield5.7%

$853BAssets$19.8M

3–1IVV wins

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

Cost, Income and Risk

Fees: WISE, IVV, SMH

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

WISE0.35%$35

SMH0.35%$35

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

Yields: WISE, IVV, SMH

5.70%highest, WISE

FundTrailing yieldYield$10k

WISE5.70%$570

IVV1.14%$114

SMH0.24%$24

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

Income After Fees on $10,000

$535most kept, WISE

WISE$570 − $35 = $535

IVV$114 − $3 = $111

SMH$24 − $35 = −$11

KeptFee

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

Overlap: WISE, IVV, SMH

Today

15.2%most shared, WISE and IVV

WISEIVVSMH

WISE—15.2%14.1%

IVV15.2%—14.5%

SMH14.1%14.5%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IVVWorst drop−8.9%13.6% vol

WISEWorst drop−39.2%36.1% 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

WISESMH

−27.7%Year to date+28.8%

5.7%Yield0.2%

−35.1%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026