DTCR vs SMH

ADTCR

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$38,820SMH · DTCR $16,108

Lowest cost0.35%SMH · $35 on $10k

Most income0.95%DTCR · $95 on $10k

Smallest drop−22.9%DTCR · worst fall in 1Y

Held in common12.3%DTCR and SMH

DTCR

SMH

Global X - Data Center & Digital Infrastructure ETF · $1.9BVanEck Semiconductor ETF · $65.4B

+29.8%3 years · per year$21,880 · $37,049+54.7%

+10.0%5 years · per year$16,108 · $38,820+31.2%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.95%12-mo yield$95 · $22 on $10k0.22%

−22.9%Worst dropSmaller wins−24.6%

26.6%VolatilityLower wins41.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDTCR · SMH

2.2%NVDA20.6%

2.1%MU4.6%

2.0%AMD5.2%

1.9%AVGO5.8%

Held in common12.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	0.95%	+2.4%	+23.5%	+17.5%	+29.8%	+10.0%	−22.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	0.95%	+2.4%	+23.5%	+17.5%	+29.8%	+10.0%	−22.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DTCR vs SMH

DTCR

Global X - Data Center & Digital Infrastructure

$16,108

SMH

VanEck Semiconductor

$38,820

MeasureDTCRSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.95%0.22%

5 years, per year+10.0%+31.2%

3 years, per year+29.8%+54.7%

Worst drop · 1Y−22.9%−24.6%

Volatility · 1Y26.6%41.2%

3–3measures won
level

12.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DTCR, SMH

Today

12.3%most shared, DTCR and SMH

DTCRSMH

DTCR—12.3%

SMH12.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$45most kept, DTCR

DTCR$95 − $50 = $45

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee