BOTT vs SMH

ABOTT

BSMH

Measures won1–2SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common5.5%BOTT and SMH

BOTT

SMH

Themes Humanoid Robotics ETF · $59MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.17%12-mo yield$17 · $25 on $10k0.25%

−47.0%Worst dropSmaller wins−33.1%

42.5%VolatilityLower wins42.8%

1–2SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOTT · SMH

4.6%NVDA20.5%

3.2%TER0.9%

Held in common5.5%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ABOTT	Themes Humanoid Robotics ETFRead Desk	0.35%	0.17%	−5.2%	−20.8%	−20.9%	new	new	−47.0%	$59M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ABOTT	Themes Humanoid Robotics ETFRead Desk	0.35%	0.17%	−5.2%	−20.8%	−20.9%	new	new	−47.0%	$59M

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

Cards for this view

BOTT vs SMH

BOTT

Themes Humanoid Robotics

[…]

SMH

VanEck Semiconductor

$33,824

MeasureBOTTSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.17%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−47.0%−33.1%

Volatility · 1Y42.5%42.8%

1–1measures won
level

5.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: BOTT, SMH, VOO

Today

18.8%most shared, SMH and VOO

BOTTSMHVOO

BOTT—5.5%6.2%

SMH5.5%—18.8%

VOO6.2%18.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SMH$25 − $35 = −$10

BOTT$17 − $35 = −$18

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee