SMH vs SOXX
1Y+44.0%Year to dateJan 1 → Nov 3+54.7%
+43.3%1 yearTotal return+52.2%
0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%
0.21%12-mo yield$21 · $27 on $10k0.27%
−24.6%Worst dropSmaller wins−30.7%
41.1%VolatilityLower wins47.7%
2–4SOXX wins
$10,000 · 1 yearOne scale
Shared top holdingsSMH · SOXX
20.5%NVDA8.0%
5.7%AVGO7.6%
5.1%AMD9.2%
5.9%TXN5.0%
Held in common69.0%
End-of-day Nov 3, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two