EMLP vs PWRZ · Compare Desk

ASMH

BIGV

Measures won5–1SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGV $11,367

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common4.6%SMH and IGV

SMH vs IGV

SMH

IGV

VanEck Semiconductor ETF · $57.7BiShares Expanded Tech-Software Sector ETF · $12.4B

+48.4%3 years · per year$32,662 · $14,673+13.6%

+27.6%5 years · per year$33,824 · $11,367+2.6%

0.35%Expense ratio$35 · $38 on $10k · lower wins0.38%

0.25%12-mo yield$25 · $2 on $10k0.02%

−33.1%Worst dropSmaller wins−33.3%

42.8%VolatilityLower wins32.9%

5–1SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · IGV

2.3%CDNS3.2%

2.3%SNPS3.1%

Held in common4.6%

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$12.4B

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

SMH vs IGV

SMH

VanEck Semiconductor

$33,824

IGV

iShares Expanded Tech-Software Sector

$11,367

MeasureSMHIGV

Fee0.35%0.38%

Cost on $10k a year$35$38

Yield0.25%0.02%

5 years, per year+27.6%+2.6%

3 years, per year+48.4%+13.6%

Worst drop · 1Y−33.1%−33.3%

Volatility · 1Y42.8%32.9%

5–1measures won
SMH first

4.6%

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: SMH, IGV

Today

4.6%most shared, SMH and IGV

SMHIGV

SMH—4.6%

IGV4.6%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

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