CHAT vs SMH

ACHAT

BSMH

Measures won1–4SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income2.27%CHAT · $227 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common26.6%CHAT and SMH

CHAT

SMH

Roundhill Generative AI & Technology ETF · $1.5BVanEck Semiconductor ETF · $65.8B

+44.3%3 years · per year$30,041 · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

2.27%12-mo yield$227 · $21 on $10k0.21%

−30.3%Worst dropSmaller wins−24.6%

42.7%VolatilityLower wins41.1%

1–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCHAT · SMH

8.0%NVDA20.5%

4.0%MU4.6%

3.7%AMD5.1%

3.2%ASML4.5%

Held in common26.6%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
4	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
4	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.27%	+2.2%	+25.7%	+13.7%	+44.3%	new	−30.3%	$1.5B

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

Cards for this view

CHAT vs SMH

CHAT

Roundhill Generative AI & Technology

[…]

SMH

VanEck Semiconductor

$39,579

MeasureCHATSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.27%0.21%

5 years, per year[…]+31.7%

3 years, per year+44.3%+56.1%

Worst drop · 1Y−30.3%−24.6%

Volatility · 1Y42.7%41.1%

4–1measures won
SMH first

26.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CHAT, SMH, PAVE, SOXX

Today

69.0%most shared, SMH and SOXX

CHATSMHPAVESOXX

CHAT—26.6%0.0%26.3%

SMH26.6%—0.0%69.0%

PAVE0.0%0.0%—0.0%

SOXX26.3%69.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$152most kept, CHAT

CHAT$227 − $75 = $152

PAVE$79 − $47 = $32

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee