FAI vs SMH

AFAI

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−20.8%FAI · worst fall in 1Y

Held in common26.8%FAI and SMH

FAI

SMH

First Trust Exchange-Traded Fund II - First Trust Bloomberg Artificial Intelligence ETF · $246MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $25 on $10k0.25%

−20.8%Worst dropSmaller wins−33.1%

31.8%VolatilityLower wins42.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAI · SMH

7.8%NVDA20.5%

8.4%AVGO5.8%

3.5%AMD5.4%

3.4%MU4.4%

Held in common26.8%

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	AFAI	First Trust Exchange-Traded Fund II - First Trust Bloomberg Artificial Intelligence ETFRead Desk	0.65%	0.00%	−7.8%	+13.7%	+10.5%	new	new	−20.8%	$246M
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	AFAI	First Trust Exchange-Traded Fund II - First Trust Bloomberg Artificial Intelligence ETFRead Desk	0.65%	0.00%	−7.8%	+13.7%	+10.5%	new	new	−20.8%	$246M
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

FAI vs SMH

FAI

First Trust Exchange-Traded Fund II - First Trust Bloomberg Artificial Intelligence

[…]

SMH

VanEck Semiconductor

$33,824

MeasureFAISMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.00%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−20.8%−33.1%

Volatility · 1Y31.8%42.8%

2–2measures won
level

26.8%

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: FAI, SMH, DRAM

Today

26.8%most shared, FAI and SMH

FAISMHDRAM

FAI—26.8%6.0%

SMH26.8%—3.2%

DRAM6.0%3.2%—

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

FAI$0 − $65 = −$65

DRAM$0 − $65 = −$65

KeptFee

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