SOXX vs WCMI

ASOXX

BWCMI

Measures won4–2SOXX wins · of 6 · YTD

$10,000 · YTD$13,162SOXX · WCMI $10,495

Lowest cost0.33%SOXX · $33 on $10k

Most income0.95%SOXX · $95 on $10k

Smallest drop−12.5%WCMI · worst fall in 1Y

Held in common0.0%SOXX and WCMI

YTD

SOXX

WCMI

iShares Semiconductor ETF · $42.6BFirst Trust WCM International Equity ETF · $2.1B

+31.6%Year to dateJan 1 → Nov 5+4.9%

+34.0%1 yearTotal return+8.3%

0.33%Expense ratio$33 · $85 on $10k · lower wins0.85%

0.95%12-mo yield$95 · $59 on $10k0.59%

−39.5%Worst dropSmaller wins−12.5%

49.4%VolatilityLower wins20.8%

4–2SOXX wins

$10,000 · since Jan 1One scale

Shared top holdingsSOXX · WCMI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	BWCMI	First Trust WCM International Equity ETFRead Desk		0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

Both

YTD2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
2	BWCMI	First Trust WCM International Equity ETFRead Desk		0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

Cards for this view

SOXX vs WCMI

SOXX

iShares Semiconductor

$13,399

WCMI

First Trust WCM International Equity

$10,827

MeasureSOXXWCMI

Fee0.33%0.85%

Cost on $10k a year$33$85

Yield0.95%0.59%

5 years, per year+21.1%[…]

3 years, per year+39.8%[…]

Worst drop · 1Y−39.5%−12.5%

Volatility · 1Y49.4%20.8%

2–2measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SOXX, WCMI

Today

0.0%most shared, SOXX and WCMI

SOXXWCMI

SOXX—0.0%

WCMI0.0%—

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

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

WCMI$59 − $85 = −$26

KeptFee

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