FDN vs SMH

AFDN

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDN $10,987

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−18.5%FDN · worst fall in 1Y

Held in common0.0%FDN and SMH

FDN

SMH

First Trust Dow Jones Internet Index Fund · $4.7BVanEck Semiconductor ETF · $60.7B

+20.0%3 years · per year$17,283 · $33,815+50.1%

+1.9%5 years · per year$10,987 · $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%

−18.5%Worst dropSmaller wins−33.1%

21.9%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDN · SMH

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

Held in common0.0%

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 Three

5Y3 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	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B
3	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 Three

5Y3 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	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+3.1%	−0.2%	−0.9%	+20.0%	+1.9%	−18.5%	$4.7B
3	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

FDN vs SMH

FDN

First Trust Dow Jones Internet Index Fund

$10,987

SMH

VanEck Semiconductor

$36,298

MeasureFDNSMH

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.00%0.23%

5 years, per year+1.9%+29.4%

3 years, per year+20.0%+50.1%

Worst drop · 1Y−18.5%−33.1%

Volatility · 1Y21.9%43.1%

4–2measures won
SMH first

0.0%

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

$37.5BAssets$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%

$122BAssets$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: DRAM, FDN, SMH

Today

3.1%most shared, DRAM and SMH

DRAMFDNSMH

DRAM—0.0%3.1%

FDN0.0%—0.0%

SMH3.1%0.0%—

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

FDN$0 − $49 = −$49

DRAM$0 − $65 = −$65

KeptFee

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