DTCR vs SMH

ADTCR

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · DTCR $15,206

Lowest cost0.35%SMH · $35 on $10k

Most income1.00%DTCR · $100 on $10k

Smallest drop−23.5%DTCR · worst fall in 1Y

Held in common11.6%DTCR and SMH

DTCR

SMH

Global X - Data Center & Digital Infrastructure ETF · $1.9BVanEck Semiconductor ETF · $57.7B

+27.6%3 years · per year$20,755 · $32,662+48.4%

+8.7%5 years · per year$15,206 · $33,824+27.6%

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

1.00%12-mo yield$100 · $25 on $10k0.25%

−23.5%Worst dropSmaller wins−33.1%

26.8%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTCR · SMH

2.1%NVDA20.5%

2.0%AMD5.4%

1.9%MU4.4%

1.8%AVGO5.8%

Held in common11.6%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	1.00%	−4.7%	+17.7%	+15.1%	+27.6%	+8.7%	−23.5%	$1.9B
3	DRAM	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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	1.00%	−4.7%	+17.7%	+15.1%	+27.6%	+8.7%	−23.5%	$1.9B
3	DRAM	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

DTCR vs SMH

DTCR

Global X - Data Center & Digital Infrastructure

$15,206

SMH

VanEck Semiconductor

$33,824

MeasureDTCRSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield1.00%0.25%

5 years, per year+8.7%+27.6%

3 years, per year+27.6%+48.4%

Worst drop · 1Y−23.5%−33.1%

Volatility · 1Y26.8%42.8%

3–3measures won
level

11.6%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

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

Overlap: DTCR, SMH, DRAM

Today

11.6%most shared, DTCR and SMH

DTCRSMHDRAM

DTCR—11.6%3.5%

SMH11.6%—3.2%

DRAM3.5%3.2%—

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

Income After Fees on $10,000

$50most kept, DTCR

DTCR$100 − $50 = $50

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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