ACES vs SOXX

AACES

BSOXX

Measures won1–5SOXX wins · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · ACES $3,559

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−39.5%SOXX · worst fall in 1Y

Held in common0.0%ACES and SOXX

ACES

SOXX

ALPS Clean Energy ETF · $92MiShares Semiconductor ETF · $39.1B

−3.0%3 years · per year$9,122 · $29,015+42.6%

−18.7%5 years · per year$3,559 · $28,442+23.3%

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

0.67%12-mo yield$67 · $71 on $10k0.71%

−40.5%Worst dropSmaller wins−39.5%

33.3%VolatilityLower wins49.8%

1–5SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsACES · SOXX

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$92M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	AACES	ALPS Clean Energy ETFRead Desk		0.55%	0.67%	+1.3%	−13.9%	−18.6%	−3.0%	−18.7%	−40.5%	$92M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACES vs SOXX

ACES

ALPS Clean Energy

$3,559

SOXX

iShares Semiconductor

$28,442

MeasureACESSOXX

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield0.67%0.71%

5 years, per year−18.7%+23.3%

3 years, per year−3.0%+42.6%

Worst drop · 1Y−40.5%−39.5%

Volatility · 1Y33.3%49.8%

4–1measures won
SOXX first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ACES, SOXX

Today

0.0%most shared, ACES and SOXX

ACESSOXX

ACES—0.0%

SOXX0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

ACES$67 − $55 = $12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee