AIPO vs SMH

AAIPO

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common13.0%AIPO and SMH

AIPO

SMH

Defiance AI & Power Infrastructure ETF · $831MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.69%Expense ratio$69 · $35 on $10k · lower wins0.35%

0.01%12-mo yield$1 · $25 on $10k0.25%

−37.8%Worst dropSmaller wins−33.1%

40.6%VolatilityLower wins42.8%

1–3SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIPO · SMH

4.4%NVDA20.5%

4.4%AVGO5.8%

2.7%AMD5.4%

0.6%MRVL3.3%

Held in common13.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AAIPO	Defiance AI & Power Infrastructure ETFRead Desk	0.69%	0.01%	−8.6%	−2.2%	−10.1%	new	new	−37.8%	$831M

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

AIPO vs SMH

AIPO

Defiance AI & Power Infrastructure

[…]

SMH

VanEck Semiconductor

$33,824

MeasureAIPOSMH

Fee0.69%0.35%

Cost on $10k a year$69$35

Yield0.01%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−37.8%−33.1%

Volatility · 1Y40.6%42.8%

3–1measures won
SMH first

13.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: AIPO, SMH, VOO

Today

18.8%most shared, SMH and VOO

AIPOSMHVOO

AIPO—13.0%13.8%

SMH13.0%—18.8%

VOO13.8%18.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SMH$25 − $35 = −$10

AIPO$1 − $69 = −$68

KeptFee

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