AINF vs SMH

AAINF

BSMH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.31%AINF · $31 on $10k

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

Held in common35.0%AINF and SMH

AINF

SMH

Defiance Inference AI Chip ETF · $0MVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

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

0.31%12-mo yield$31 · $21 on $10k0.21%

[…]Worst dropSmaller wins−24.6%

[…]VolatilityLower wins41.1%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAINF · SMH

10.7%NVDA20.5%

11.4%TSM9.7%

11.1%AVGO5.7%

9.0%AMD5.1%

Held in common35.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AAINF	Defiance Inference AI Chip ETFRead Desk	0.65%	0.31%	+1.4%	new	new	new	new	[…]	$405K
3	DRAM	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

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AAINF	Defiance Inference AI Chip ETFRead Desk	0.65%	0.31%	+1.4%	new	new	new	new	[…]	$405K
3	DRAM	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

AINF vs SMH

AINF

Defiance Inference AI Chip

[…]

SMH

VanEck Semiconductor

$39,579

MeasureAINFSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.31%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y[…]−24.6%

Volatility · 1Y[…]41.1%

1–1measures won
level

35.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: AINF, SMH, DRAM

Today

35.0%most shared, AINF and SMH

AINFSMHDRAM

AINF—35.0%1.3%

SMH35.0%—3.4%

DRAM1.3%3.4%—

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

AINF$31 − $65 = −$34

DRAM$0 − $65 = −$65

KeptFee

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