SOXX vs SMH

ASOXX

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−29.1%WCBR · worst fall in 1Y

Held in common69.6%SOXX and SMH

SOXX

SMH

iShares Semiconductor ETF · $39.1BVanEck Semiconductor ETF · $60.7B

+42.6%3 years · per year$29,015 · $33,815+50.1%

+23.3%5 years · per year$28,442 · $36,298+29.4%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

0.71%12-mo yield$71 · $23 on $10k0.23%

−39.5%Worst dropSmaller wins−33.1%

49.8%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSOXX · SMH

8.4%NVDA20.7%

7.9%AVGO5.7%

9.5%AMD5.4%

5.3%TXN5.9%

Held in common69.6%

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 Four

5Y4 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	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	BUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+4.6%	+49.6%	+37.4%	+25.2%	+7.1%	−31.5%	$2.0B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	BUG	Global X - Cybersecurity ETFRead Desk	0.50%	0.03%	+4.6%	+49.6%	+37.4%	+25.2%	+7.1%	−31.5%	$2.0B

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

SOXX vs SMH

SOXX

iShares Semiconductor

$28,442

SMH

VanEck Semiconductor

$36,298

MeasureSOXXSMH

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield0.71%0.23%

5 years, per year+23.3%+29.4%

3 years, per year+42.6%+50.1%

Worst drop · 1Y−39.5%−33.1%

Volatility · 1Y49.8%43.1%

4–2measures won
SMH first

69.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BUG, WCBR, SOXX, SMH

Today

70.0%most shared, BUG and WCBR

BUGWCBRSOXXSMH

BUG—70.0%0.0%0.0%

WCBR70.0%—0.0%0.0%

SOXX0.0%0.0%—69.6%

SMH0.0%0.0%69.6%—

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

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

BUG$3 − $50 = −$47

KeptFee

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