BOUT vs SMH

ABOUT

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ITA $21,232

Lowest cost0.35%SMH · $35 on $10k

Most income0.31%BOUT · $31 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common0.0%BOUT and SMH

BOUT

SMH

CapForce IBD Breakout Opportunities ETF · $14MVanEck Semiconductor ETF · $60.7B

+11.3%3 years · per year$13,772 · $33,815+50.1%

+2.1%5 years · per year$11,071 · $36,298+29.4%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.31%12-mo yield$31 · $23 on $10k0.23%

−20.8%Worst dropSmaller wins−33.1%

22.4%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOUT · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.26%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$12.2B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.31%	+2.4%	+9.3%	+8.5%	+11.3%	+2.1%	−20.8%	$14M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOUT vs SMH

BOUT

CapForce IBD Breakout Opportunities

$11,071

SMH

VanEck Semiconductor

$36,298

MeasureBOUTSMH

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.31%0.23%

5 years, per year+2.1%+29.4%

3 years, per year+11.3%+50.1%

Worst drop · 1Y−20.8%−33.1%

Volatility · 1Y22.4%43.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BOUT, SMH, ITA

Today

0.0%most shared, BOUT and SMH

BOUTSMHITA

BOUT—0.0%0.0%

SMH0.0%—0.0%

ITA0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$11most kept, ITA

ITA$26 − $37 = −$11

SMH$23 − $35 = −$12

BOUT$31 − $80 = −$49

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee