DRGN vs SMHC

ADRGN

BSMHC

Measures won2–0DRGN wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · CIBR $17,242

Lowest cost0.35%SMH · $35 on $10k

Most income1.40%DRGN · $140 on $10k

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

Held in common19.7%DRGN and SMHC

DRGN

SMHC

Themes Etf Trust - China Generative Artificial Intelligence Etf · $19MVanEck China Semiconductor ETF · $11M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.39%Expense ratio$39 · $65 on $10k · lower wins0.65%

1.40%12-mo yield$140 · $0 on $10k0.00%

−34.3%Worst dropSmaller wins[…]

33.3%VolatilityLower wins[…]

2–0DRGN wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRGN · SMHC

6.1%688256.SS10.9%

6.1%688041.SS9.2%

6.9%688008.SS5.1%

3.4%688498.SS2.3%

Held in common19.7%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	ADRGN	Themes Etf Trust - China Generative Artificial Intelligence EtfRead Desk	0.39%	1.40%	−0.3%	−13.4%	−17.0%	new	new	−34.3%	$19M
4	BSMHC	VanEck China Semiconductor ETFRead Desk	0.65%	0.00%	+0.7%	new	new	new	new	[…]	$11M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	ADRGN	Themes Etf Trust - China Generative Artificial Intelligence EtfRead Desk	0.39%	1.40%	−0.3%	−13.4%	−17.0%	new	new	−34.3%	$19M
4	BSMHC	VanEck China Semiconductor ETFRead Desk	0.65%	0.00%	+0.7%	new	new	new	new	[…]	$11M

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

DRGN vs SMHC

DRGN

Themes Etf Trust - China Generative Artificial Intelligence

[…]

SMHC

VanEck China Semiconductor

[…]

MeasureDRGNSMHC

Fee0.39%0.65%

Cost on $10k a year$39$65

Yield1.40%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−34.3%[…]

Volatility · 1Y33.3%[…]

2–0measures won
DRGN first

19.7%

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

$39.1BAssets$60.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DRGN, SMHC, CIBR, SMH

Today

19.7%most shared, DRGN and SMHC

DRGNSMHCCIBRSMH

DRGN—19.7%0.0%0.0%

SMHC19.7%—0.0%0.0%

CIBR0.0%0.0%—5.9%

SMH0.0%0.0%5.9%—

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

Income After Fees on $10,000

$101most kept, DRGN

DRGN$140 − $39 = $101

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

SMHC$0 − $65 = −$65

KeptFee

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