DRAM vs GII

ADRAM

BGII

Measures won0–2GII wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GII $15,819

Lowest cost0.35%SMH · $35 on $10k

Most income2.72%GII · $272 on $10k

Smallest drop−10.6%GII · worst fall in 1Y

Held in common0.0%DRAM and GII

DRAM

GII

Roundhill Memory ETF · $14.4BState Street SPDR S&P Global Infrastructure ETF · $970M

[…]3 years · per year[…] · $16,863+19.0%

[…]5 years · per year[…] · $15,819+9.6%

0.65%Expense ratio$65 · $40 on $10k · lower wins0.40%

0.00%12-mo yield$0 · $272 on $10k2.72%

[…]Worst dropSmaller wins−10.6%

[…]VolatilityLower wins11.5%

0–2GII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDRAM · GII

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

Held in common0.0%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

DRAM vs GII

DRAM

Roundhill Memory

[…]

GII

SPDR S&P Global Infrastructure

$15,819

MeasureDRAMGII

Fee0.65%0.40%

Cost on $10k a year$65$40

Yield0.00%2.72%

5 years, per year[…]+9.6%

3 years, per year[…]+19.0%

Worst drop · 1Y[…]−10.6%

Volatility · 1Y[…]11.5%

2–0measures won
GII first

0.0%

holdings shared

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

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

$37.6BAssets$57.7B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DRAM, GII, SMH

Today

3.1%most shared, DRAM and SMH

DRAMGIISMH

DRAM—0.0%3.1%

GII0.0%—0.0%

SMH3.1%0.0%—

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

Income After Fees on $10,000

$232most kept, GII

GII$272 − $40 = $232

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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