DAK vs ELFY

ADAK

BELFY

Measures won3–1DAK wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.25%ELFY · $125 on $10k

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

Held in common5.0%DAK and ELFY

DAK

ELFY

EA Series Trust - Dakota Active Equity ETF · $44MALPS Electrification Infrastructure ETF · $159M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.43%Expense ratio$43 · $50 on $10k · lower wins0.50%

0.84%12-mo yield$84 · $125 on $10k1.25%

−7.9%Worst dropSmaller wins−22.4%

12.5%VolatilityLower wins22.4%

3–1DAK wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDAK · ELFY

2.2%APH0.9%

2.5%ZBRA0.9%

2.3%KEYS0.8%

1.0%ETN0.8%

Held in common5.0%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ADAK	EA Series Trust - Dakota Active Equity ETFRead Desk	0.43%	0.84%	−4.4%	+7.4%	+8.8%	new	new	−7.9%	$44M
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$159M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ADAK	EA Series Trust - Dakota Active Equity ETFRead Desk	0.43%	0.84%	−4.4%	+7.4%	+8.8%	new	new	−7.9%	$44M
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.25%	−4.5%	+0.9%	−0.9%	new	new	−22.4%	$159M

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

DAK vs ELFY

DAK

EA Series Trust - Dakota Active Equity

[…]

ELFY

ALPS Electrification Infrastructure

[…]

MeasureDAKELFY

Fee0.43%0.50%

Cost on $10k a year$43$50

Yield0.84%1.25%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−7.9%−22.4%

Volatility · 1Y12.5%22.4%

3–1measures won
DAK first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DAK, ELFY, SMH

Today

12.7%most shared, DAK and SMH

DAKELFYSMH

DAK—5.0%12.7%

ELFY5.0%—0.0%

SMH12.7%0.0%—

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

Income After Fees on $10,000

$75most kept, ELFY

ELFY$125 − $50 = $75

DAK$84 − $43 = $41

SMH$25 − $35 = −$10

KeptFee

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