CHAT vs VYM

ACHAT

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.49%CHAT · $249 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common3.6%CHAT and VYM

CHAT

VYM

Roundhill Generative AI & Technology ETF · $1.4BVanguard High Dividend Yield ETF · $78.9B

+38.2%3 years · per year$26,370 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

2.49%12-mo yield$249 · $231 on $10k2.31%

−37.3%Worst dropSmaller wins−6.7%

44.1%VolatilityLower wins10.6%

2–3VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · VYM

3.0%AVGO6.9%

1.5%DELL0.7%

Held in common3.6%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CHAT vs VYM

CHAT

Roundhill Generative AI & Technology

[…]

VYM

Vanguard High Dividend Yield

$16,941

MeasureCHATVYM

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield2.49%2.31%

5 years, per year[…]+11.1%

3 years, per year+38.2%+19.6%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y44.1%10.6%

3–2measures won
VYM first

3.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CHAT, VYM, SMH

Today

25.4%most shared, CHAT and SMH

CHATVYMSMH

CHAT—3.6%25.4%

VYM3.6%—9.0%

SMH25.4%9.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

CHAT$249 − $75 = $174

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee