AIFD vs SMH

AAIFD

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−21.3%AIFD · worst fall in 1Y

Held in common32.9%AIFD and SMH

AIFD

SMH

TCW Artificial Intelligence ETF · $116MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $22 on $10k0.22%

−21.3%Worst dropSmaller wins−24.6%

33.2%VolatilityLower wins41.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsAIFD · SMH

7.4%NVDA20.6%

5.3%AVGO5.8%

6.1%MU4.6%

3.6%TSM9.6%

Held in common32.9%

End-of-day Nov 4, 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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	−2.7%	+20.0%	+17.9%	new	new	−21.3%	$116M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	−2.7%	+20.0%	+17.9%	new	new	−21.3%	$116M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIFD vs SMH

AIFD

TCW Artificial Intelligence

[…]

SMH

VanEck Semiconductor

$38,820

MeasureAIFDSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.00%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y−21.3%−24.6%

Volatility · 1Y33.2%41.2%

2–2measures won
level

32.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AIFD, SMH

Today

32.9%most shared, AIFD and SMH

AIFDSMH

AIFD—32.9%

SMH32.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

AIFD$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee