APIE vs SMH

AAPIE

BSMH

Measures won3–2APIE wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income3.43%APIE · $343 on $10k

Smallest drop−11.6%VEA · worst fall in 1Y

Held in common11.4%APIE and SMH

APIE

SMH

ActivePassive International Equity ETF · $1.1BVanEck Semiconductor ETF · $65.4B

+20.2%3 years · per year$17,368 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

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

3.43%12-mo yield$343 · $22 on $10k0.22%

−12.4%Worst dropSmaller wins−24.6%

16.6%VolatilityLower wins41.2%

3–2APIE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPIE · SMH

11.7%TSM9.6%

1.6%ASML4.5%

0.1%STM1.0%

0.1%ARM0.9%

Held in common11.4%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AAPIE	ActivePassive International Equity ETFRead Desk	0.45%	3.43%	+2.0%	+8.1%	+10.4%	+20.2%	new	−12.4%	$1.1B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AAPIE	ActivePassive International Equity ETFRead Desk	0.45%	3.43%	+2.0%	+8.1%	+10.4%	+20.2%	new	−12.4%	$1.1B

End-of-day Nov 4, 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

$38,820

MeasureAPIESMH

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield3.43%0.22%

5 years, per year[…]+31.2%

3 years, per year+20.2%+54.7%

Worst drop · 1Y−12.4%−24.6%

Volatility · 1Y16.6%41.2%

3–2measures won
APIE first

11.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: APIE, SMH, VEA

Today

11.4%most shared, APIE and SMH

APIESMHVEA

APIE—11.4%0.1%

SMH11.4%—0.0%

VEA0.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, APIE

APIE$343 − $45 = $298

VEA$241 − $3 = $238

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee