DFEM vs SMH

ADFEM

BSMH

Measures won3–2DFEM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VT $15,649

Lowest cost0.05%VXUS · $5 on $10k

Most income2.45%VXUS · $245 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.1%DFEM and SMH

DFEM

SMH

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6BVanEck Semiconductor ETF · $60.7B

+18.5%3 years · per year$16,638 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

2.21%12-mo yield$221 · $24 on $10k0.24%

−17.0%Worst dropSmaller wins−33.1%

24.1%VolatilityLower wins42.9%

3–2DFEM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFEM · SMH

0.1%TSM9.8%

Held in common0.1%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.21%	+1.6%	+8.0%	+8.9%	+18.5%	new	−17.0%	$8.6B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.21%	+1.6%	+8.0%	+8.9%	+18.5%	new	−17.0%	$8.6B

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

DFEM vs SMH

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

SMH

VanEck Semiconductor

$34,950

MeasureDFEMSMH

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.21%0.24%

5 years, per year[…]+28.4%

3 years, per year+18.5%+48.9%

Worst drop · 1Y−17.0%−33.1%

Volatility · 1Y24.1%42.9%

3–2measures won
DFEM first

0.1%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS 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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: DFEM, SMH, VXUS, VT

Today

29.9%most shared, VXUS and VT

DFEMSMHVXUSVT

DFEM—0.1%22.6%7.9%

SMH0.1%—0.0%10.3%

VXUS22.6%0.0%—29.9%

VT7.9%10.3%29.9%—

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

Income After Fees on $10,000

$240most kept, VXUS

VXUS$245 − $5 = $240

DFEM$221 − $39 = $182

VT$159 − $6 = $153

SMH$24 − $35 = −$11

KeptFee

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