DRAM vs TMAT

ADRAM

BTMAT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · CIBR $17,956

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common4.0%DRAM and TMAT

DRAM

TMAT

Roundhill Memory ETF · $14.7BMain Thematic Innovation ETF · $218M

[…]3 years · per year[…] · $19,632+25.2%

[…]5 years · per year[…] · $10,938+1.8%

0.65%Expense ratio$65 · $79 on $10k · lower wins0.79%

0.00%12-mo yield$0 · $2 on $10k0.02%

[…]Worst dropSmaller wins−23.4%

[…]VolatilityLower wins30.9%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRAM · TMAT

2.4%MU4.0%

3.7%STX0.9%

3.3%WDC0.7%

Held in common4.0%

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 Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
4	ADRAM	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 Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M
4	ADRAM	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

DRAM vs TMAT

DRAM

Roundhill Memory

[…]

TMAT

Main Thematic Innovation

$10,938

MeasureDRAMTMAT

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield0.00%0.02%

5 years, per year[…]+1.8%

3 years, per year[…]+25.2%

Worst drop · 1Y[…]−23.4%

Volatility · 1Y[…]30.9%

1–0measures won
DRAM first

4.0%

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, TMAT, CIBR, SOXX

Today

17.1%most shared, TMAT and CIBR

DRAMTMATCIBRSOXX

DRAM—4.0%0.0%3.1%

TMAT4.0%—17.1%10.3%

CIBR0.0%17.1%—7.0%

SOXX3.1%10.3%7.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

CIBR$42 − $58 = −$16

DRAM$0 − $65 = −$65

TMAT$2 − $79 = −$77

KeptFee

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