CPU vs SMH

ACPU

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common13.5%CPU and SMH

CPU

SMH

Amplify Top 10 Semiconductors ETF · $1MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

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

0.00%12-mo yield$0 · $25 on $10k0.25%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins42.8%

0–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCPU · SMH

5.0%AMD5.4%

4.7%MU4.4%

3.9%MRVL3.3%

4.4%ALAB0.9%

Held in common13.5%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

CPU vs SMH

CPU

Amplify Top 10 Semiconductors

[…]

SMH

VanEck Semiconductor

$33,824

MeasureCPUSMH

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.00%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]42.8%

2–0measures won
SMH first

13.5%

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: CPU, SMH, VIG, DRAM

Today

13.5%most shared, CPU and SMH

CPUSMHVIGDRAM

CPU—13.5%0.0%8.8%

SMH13.5%—10.3%3.2%

VIG0.0%10.3%—0.0%

DRAM8.8%3.2%0.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

CPU$0 − $49 = −$49

DRAM$0 − $65 = −$65

KeptFee

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