SOXX vs SMH

ASOXX

BSMH

Measures won4–2SOXX wins · of 6 · YTD

$10,000 · YTD$15,468SOXX · SMH $14,398

Lowest cost0.33%SOXX · $33 on $10k

Most income0.79%PAVE · $79 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common69.0%SOXX and SMH

YTD

SOXX

SMH

iShares Semiconductor ETF · $44.3BVanEck Semiconductor ETF · $65.8B

+54.7%Year to dateJan 1 → Nov 3+44.0%

+52.2%1 yearTotal return+43.3%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

0.27%12-mo yield$27 · $21 on $10k0.21%

−30.7%Worst dropSmaller wins−24.6%

47.7%VolatilityLower wins41.1%

4–2SOXX wins

$10,000 · since Jan 1All four, one scale

Shared top holdingsSOXX · SMH

8.0%NVDA20.5%

7.6%AVGO5.7%

9.2%AMD5.1%

5.0%TXN5.9%

Held in common69.0%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	ASOXX	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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B

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

All Four

YTD4 funds

#
1	ASOXX	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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
4	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B

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

SOXX vs SMH

SOXX

iShares Semiconductor

$15,218

SMH

VanEck Semiconductor

$14,328

MeasureSOXXSMH

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield0.27%0.21%

5 years, per year+25.5%+31.7%

3 years, per year+47.3%+56.1%

Worst drop · 1Y−30.7%−24.6%

Volatility · 1Y47.7%41.1%

4–2measures won
SMH first

69.0%

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, CIBR, PAVE

Today

69.0%most shared, SOXX and SMH

SOXXSMHCIBRPAVE

SOXX—69.0%7.0%0.0%

SMH69.0%—5.7%0.0%

CIBR7.0%5.7%—0.0%

PAVE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$32most kept, PAVE

PAVE$79 − $47 = $32

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

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