DRAM vs CRAM

ADRAM

BCRAM

Measures won1–0DRAM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PAVE $19,029

Lowest cost0.35%SMH · $35 on $10k

Most income0.85%PAVE · $85 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common[…]DRAM and CRAM

DRAM

CRAM

Roundhill Memory ETF · $17.6BDefiance China Memory ETF · $2M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $67 on $10k · lower wins0.67%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–0DRAM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRAM · CRAM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.2B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B
4	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	−2.5%	new	new	new	new	[…]	$2M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.85%	−5.9%	+6.3%	+7.4%	+21.6%	+13.7%	−15.3%	$14.2B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B
4	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	−2.5%	new	new	new	new	[…]	$2M

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

DRAM vs CRAM

DRAM

Roundhill Memory

[…]

CRAM

Defiance China Memory

[…]

MeasureDRAMCRAM

Fee0.65%0.67%

Cost on $10k a year$65$67

Yield0.00%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–0measures won
DRAM first

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: DRAM, CRAM, SMH, PAVE

Today

3.2%most shared, DRAM and SMH

DRAMCRAMSMHPAVE

DRAM—[…]3.2%0.0%

CRAM[…]—[…][…]

SMH3.2%[…]—0.0%

PAVE0.0%[…]0.0%—

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

Income After Fees on $10,000

$38most kept, PAVE

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

CRAM$0 − $67 = −$67

KeptFee

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