CPU vs SMH

ACPU

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ARTY $14,675

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−27.7%ARTY · worst fall in 1Y

Held in common13.4%CPU and SMH

CPU

SMH

Amplify Top 10 Semiconductors ETF · $1MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $23 on $10k0.23%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins43.1%

0–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCPU · SMH

5.3%AMD5.4%

4.8%MU4.2%

4.0%MRVL3.1%

4.4%ALAB0.8%

Held in common13.4%

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	ARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	+9.5%	new	new	new	new	[…]	$866K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	ARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.3B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	+9.5%	new	new	new	new	[…]	$866K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

CPU vs SMH

CPU

Amplify Top 10 Semiconductors

[…]

SMH

VanEck Semiconductor

$36,298

MeasureCPUSMH

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.00%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]43.1%

2–0measures won
SMH first

13.4%

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

$39.1BAssets$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%

$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

Overlap: CPU, ARTY, SMH, DRAM

Today

22.4%most shared, ARTY and SMH

CPUARTYSMHDRAM

CPU—13.5%13.4%8.3%

ARTY13.5%—22.4%7.6%

SMH13.4%22.4%—3.1%

DRAM8.3%7.6%3.1%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

ARTY$7 − $47 = −$40

CPU$0 − $49 = −$49

DRAM$0 − $65 = −$65

KeptFee

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