AIQ vs SCHD · Compare Desk

ASCHD

BSMH

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.3%SCHD and SMH

SCHD vs SMH

SCHD

SMH

Schwab U.S. Dividend Equity ETF · $121BVanEck Semiconductor ETF · $65.8B

+21.2%3 years · per year$17,784 · $38,001+56.1%

+10.3%5 years · per year$16,352 · $39,579+31.7%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.97%12-mo yield$297 · $21 on $10k0.21%

−6.9%Worst dropSmaller wins−24.6%

11.4%VolatilityLower wins41.1%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SMH

4.6%TXN5.9%

3.7%QCOM3.9%

Held in common8.3%

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

Both

5Y2 funds

#			Trend
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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

SCHD vs SMH

SCHD

Schwab U.S. Dividend Equity

$16,352

SMH

VanEck Semiconductor

$39,579

MeasureSCHDSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.97%0.21%

5 years, per year+10.3%+31.7%

3 years, per year+21.2%+56.1%

Worst drop · 1Y−6.9%−24.6%

Volatility · 1Y11.4%41.1%

4–2measures won
SCHD first

8.3%

holdings shared

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

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

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

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: SCHD, SMH

Today

8.3%most shared, SCHD and SMH

SCHDSMH

SCHD—8.3%

SMH8.3%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SMH$21 − $35 = −$14

KeptFee

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