IVV vs SMH

AIVV

BSMH

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%ALAI · $134 on $10k

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

Held in common15.0%IVV and SMH

IVV

SMH

iShares Core S&P 500 ETF · $853BVanEck Semiconductor ETF · $60.7B

+22.0%3 years · per year$18,159 · $33,815+50.1%

+11.9%5 years · per year$17,545 · $36,298+29.4%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $23 on $10k0.23%

−8.9%Worst dropSmaller wins−33.1%

13.8%VolatilityLower wins43.1%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SMH

7.1%NVDA20.7%

2.2%AVGO5.7%

1.2%MU4.2%

1.2%AMD5.4%

Held in common15.0%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	ALAI	Alger AI Enablers & Adopters ETFRead Desk	0.58%	1.34%	+4.2%	+11.7%	+11.0%	new	new	−21.1%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs SMH

IVV

iShares Core S&P 500

$17,545

SMH

VanEck Semiconductor

$36,298

MeasureIVVSMH

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.11%0.23%

5 years, per year+11.9%+29.4%

3 years, per year+22.0%+50.1%

Worst drop · 1Y−8.9%−33.1%

Volatility · 1Y13.8%43.1%

4–2measures won
IVV first

15.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: ALAI, IVV, SMH

Today

34.4%most shared, ALAI and IVV

ALAIIVVSMH

ALAI—34.4%26.1%

IVV34.4%—15.0%

SMH26.1%15.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

ALAI$134 − $58 = $76

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee