BLDX vs SMH

ABLDX

BSMH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.97%BLDX · $97 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common2.3%BLDX and SMH

BLDX

SMH

Impax Global Infrastructure ETF · $103MVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $37,049+54.7%

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

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.97%12-mo yield$97 · $22 on $10k0.22%

[…]Worst dropSmaller wins−24.6%

[…]VolatilityLower wins41.2%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsBLDX · SMH

2.3%TSM9.6%

Held in common2.3%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	ABLDX	Impax Global Infrastructure ETFRead Desk		0.60%	0.97%	+2.8%	new	new	new	new	[…]	$103M

End-of-day Nov 4, 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%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	ABLDX	Impax Global Infrastructure ETFRead Desk		0.60%	0.97%	+2.8%	new	new	new	new	[…]	$103M

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

BLDX vs SMH

BLDX

Impax Global Infrastructure

[…]

SMH

VanEck Semiconductor

$38,820

MeasureBLDXSMH

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.97%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y[…]−24.6%

Volatility · 1Y[…]41.2%

1–1measures won
level

2.3%

holdings shared

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

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

$44.3BAssets$65.8B

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: BLDX, SMH

Today

2.3%most shared, BLDX and SMH

BLDXSMH

BLDX—2.3%

SMH2.3%—

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

Income After Fees on $10,000

$37most kept, BLDX

BLDX$97 − $60 = $37

SMH$22 − $35 = −$13

KeptFee

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