DRAM vs SMH

ADRAM

BSMH

Measures won0–2SMH wins · of 6 · 1Y

$10,000 · 1Y$15,218SOXX · SMH $14,328

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common3.4%DRAM and SMH

DRAM

SMH

Roundhill Memory ETF · $18.7BVanEck Semiconductor ETF · $65.8B

[…]Year to dateJan 1 → Nov 3+44.0%

[…]1 yearTotal return+43.3%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $21 on $10k0.21%

[…]Worst dropSmaller wins−24.6%

[…]VolatilityLower wins41.1%

0–2SMH wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsDRAM · SMH

2.7%MU4.6%

0.7%SKHY4.2%

Held in common3.4%

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

All Three

1Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DRAM vs SMH

DRAM

Roundhill Memory

[…]

SMH

VanEck Semiconductor

$14,328

MeasureDRAMSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.00%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y[…]−24.6%

Volatility · 1Y[…]41.1%

2–0measures won
SMH first

3.4%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SOXX, SMH, DRAM

Today

69.0%most shared, SOXX and SMH

SOXXSMHDRAM

SOXX—69.0%3.4%

SMH69.0%—3.4%

DRAM3.4%3.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee