BOUT vs SOXX

ABOUT

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXX $26,093

Lowest cost0.33%SOXX · $33 on $10k

Most income0.95%SOXX · $95 on $10k

Smallest drop−20.1%BOUT · worst fall in 1Y

Held in common0.0%BOUT and SOXX

BOUT

SOXX

CapForce IBD Breakout Opportunities ETF · $14MiShares Semiconductor ETF · $42.6B

+11.2%3 years · per year$13,768 · $27,297+39.8%

+2.1%5 years · per year$11,089 · $26,093+21.1%

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

0.32%12-mo yield$32 · $95 on $10k0.95%

−20.1%Worst dropSmaller wins−39.5%

22.3%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOUT · SOXX

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

Held in common0.0%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.32%	−3.4%	+7.7%	+6.3%	+11.2%	+2.1%	−20.1%	$14M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.95%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$42.6B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.32%	−3.4%	+7.7%	+6.3%	+11.2%	+2.1%	−20.1%	$14M

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

BOUT vs SOXX

BOUT

CapForce IBD Breakout Opportunities

$11,089

SOXX

iShares Semiconductor

$26,093

MeasureBOUTSOXX

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield0.32%0.95%

5 years, per year+2.1%+21.1%

3 years, per year+11.2%+39.8%

Worst drop · 1Y−20.1%−39.5%

Volatility · 1Y22.3%49.4%

4–2measures won
SOXX first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BOUT, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

BOUTSOXXSMH

BOUT—0.0%0.0%

SOXX0.0%—69.8%

SMH0.0%69.8%—

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

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

SMH$25 − $35 = −$10

BOUT$32 − $80 = −$48

KeptFee

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