DRAM vs TMAT

ADRAM

BTMAT

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXX $26,093

Lowest cost0.33%SOXX · $33 on $10k

Most income0.78%SOXX · $78 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common4.4%DRAM and TMAT

DRAM

TMAT

Roundhill Memory ETF · $14.4BMain Thematic Innovation ETF · $233M

[…]3 years · per year[…] · $18,738+23.3%

[…]5 years · per year[…] · $10,230+0.5%

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 wins30.3%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRAM · TMAT

2.5%MU4.3%

3.8%STX1.0%

3.4%WDC0.9%

Held in common4.4%

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%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	−8.9%	−3.8%	−11.7%	+23.3%	+0.5%	−23.4%	$233M
4	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
3	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	−8.9%	−3.8%	−11.7%	+23.3%	+0.5%	−23.4%	$233M
4	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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 TMAT

DRAM

Roundhill Memory

[…]

TMAT

Main Thematic Innovation

$10,230

MeasureDRAMTMAT

Fee0.65%0.79%

Cost on $10k a year$65$79

Yield0.00%0.02%

5 years, per year[…]+0.5%

3 years, per year[…]+23.3%

Worst drop · 1Y[…]−23.4%

Volatility · 1Y[…]30.3%

1–0measures won
DRAM first

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DRAM, TMAT, SOXX, SMH

Today

69.8%most shared, SOXX and SMH

DRAMTMATSOXXSMH

DRAM—4.4%3.2%3.2%

TMAT4.4%—10.8%10.6%

SOXX3.2%10.8%—69.8%

SMH3.2%10.6%69.8%—

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

Income After Fees on $10,000

$45most kept, SOXX

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

TMAT$2 − $79 = −$77

KeptFee

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