APIE vs SMH

AAPIE

BSMH

Measures won3–2APIE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IEMG $13,373

Lowest cost0.09%IEMG · $9 on $10k

Most income3.50%APIE · $350 on $10k

Smallest drop−12.4%APIE · worst fall in 1Y

Held in common11.3%APIE and SMH

APIE

SMH

ActivePassive International Equity ETF · $1.1BVanEck Semiconductor ETF · $60.7B

+18.9%3 years · per year$16,827 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

3.50%12-mo yield$350 · $24 on $10k0.24%

−12.4%Worst dropSmaller wins−33.1%

16.8%VolatilityLower wins42.9%

3–2APIE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPIE · SMH

10.3%TSM9.8%

1.4%ASML4.6%

0.1%STM0.9%

0.1%ARM0.9%

Held in common11.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	AAPIE	ActivePassive International Equity ETFRead Desk	0.45%	3.50%	+1.0%	+6.2%	+8.8%	+18.9%	new	−12.4%	$1.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B
3	AAPIE	ActivePassive International Equity ETFRead Desk	0.45%	3.50%	+1.0%	+6.2%	+8.8%	+18.9%	new	−12.4%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APIE vs SMH

APIE

ActivePassive International Equity

[…]

SMH

VanEck Semiconductor

$34,950

MeasureAPIESMH

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield3.50%0.24%

5 years, per year[…]+28.4%

3 years, per year+18.9%+48.9%

Worst drop · 1Y−12.4%−33.1%

Volatility · 1Y16.8%42.9%

3–2measures won
APIE first

11.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: APIE, SMH, IEMG

Today

11.3%most shared, APIE and SMH

APIESMHIEMG

APIE—11.3%0.7%

SMH11.3%—0.0%

IEMG0.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$305most kept, APIE

APIE$350 − $45 = $305

IEMG$249 − $9 = $240

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee