AKRE vs SMH

AAKRE

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$36,977SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−22.9%AKRE · worst fall in 1Y

Held in common0.0%AKRE and SMH

AKRE

SMH

Akre Focus ETF · $5.0BVanEck Semiconductor ETF · $63.5B

[…]3 years · per year[…] · $34,270+50.8%

[…]5 years · per year[…] · $36,977+29.9%

0.98%Expense ratio$98 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $22 on $10k0.22%

−22.9%Worst dropSmaller wins

End-of-day Nov 11, 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%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	AAKRE	Akre Focus ETFRead Desk		0.98%	0.00%	+0.4%	−7.6%	−5.5%	new	new	−22.9%	$5.0B

End-of-day Nov 11, 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%	+4.8%	+40.8%	+41.7%	+50.8%	+29.9%	−33.1%	$63.5B
2	AAKRE	Akre Focus ETFRead Desk		0.98%	0.00%	+0.4%	−7.6%	−5.5%	new	new	−22.9%	$5.0B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AKRE vs SMH

AKRE

Akre Focus

[…]

SMH

VanEck Semiconductor

$36,977

MeasureAKRESMH

Fee0.98%0.35%

Cost on $10k a year$98$35

Yield0.00%0.22%

5 years, per year[…]+29.9%

3 years, per year[…]+50.8%

Worst drop · 1Y−22.9%−33.1%

Volatility · 1Y21.9%43.2%

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AKRE vs SMH

Both

Both

$10,000 in AKRE, SMH

Overlap: AKRE, SMH

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Income After Fees on $10,000