APIE vs SMH

AAPIE

BSMH

Measures won3–2APIE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.50%APIE · $350 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common11.3%APIE and SMH

APIE

SMH

ActivePassive International Equity ETF · $1.1BVanEck Semiconductor ETF · $57.7B

+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 four, 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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

Overlap: APIE, SMH, VXUS, VEA

Today

65.3%most shared, VXUS and VEA

APIESMHVXUSVEA

APIE—11.3%0.5%0.3%

SMH11.3%—0.0%0.0%

VXUS0.5%0.0%—65.3%

VEA0.3%0.0%65.3%—

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

VEA$251 − $3 = $248

VXUS$245 − $5 = $240

SMH$24 − $35 = −$11

KeptFee

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