EFRA vs SMH

AEFRA

BSMH

Measures won3–2EFRA wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income4.11%EFRA · $411 on $10k

Smallest drop−11.2%EFRA · worst fall in 1Y

Held in common0.0%EFRA and SMH

EFRA

SMH

iShares Environmental Infrastructure and Industrials ETF · $6MVanEck Semiconductor ETF · $60.7B

+15.5%3 years · per year$15,415 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

4.11%12-mo yield$411 · $24 on $10k0.24%

−11.2%Worst dropSmaller wins−33.1%

15.3%VolatilityLower wins42.9%

3–2EFRA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEFRA · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.11%	−0.4%	+7.3%	+8.8%	+15.5%	new	−11.2%	$6M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.11%	−0.4%	+7.3%	+8.8%	+15.5%	new	−11.2%	$6M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

EFRA vs SMH

EFRA

iShares Environmental Infrastructure and Industrials

[…]

SMH

VanEck Semiconductor

$34,950

MeasureEFRASMH

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield4.11%0.24%

5 years, per year[…]+28.4%

3 years, per year+15.5%+48.9%

Worst drop · 1Y−11.2%−33.1%

Volatility · 1Y15.3%42.9%

3–2measures won
EFRA first

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EFRA, SMH, DRAM

Today

3.1%most shared, SMH and DRAM

EFRASMHDRAM

EFRA—0.0%0.0%

SMH0.0%—3.1%

DRAM0.0%3.1%—

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

Income After Fees on $10,000

$364most kept, EFRA

EFRA$411 − $47 = $364

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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