FBOT vs SMH

AFBOT

BSMH

Measures won3–2FBOT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.42%FBOT · $42 on $10k

Smallest drop−15.2%FBOT · worst fall in 1Y

Held in common7.4%FBOT and SMH

FBOT

SMH

Fidelity Disruptive Automation ETF · $213MVanEck Semiconductor ETF · $65.4B

+21.6%3 years · per year$17,970 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

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

0.42%12-mo yield$42 · $22 on $10k0.22%

−15.2%Worst dropSmaller wins−24.6%

23.1%VolatilityLower wins41.2%

3–2FBOT wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBOT · SMH

4.8%NVDA20.6%

1.5%SNPS2.2%

3.4%TER1.0%

Held in common7.4%

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	AFBOT	Fidelity Disruptive Automation ETFRead Desk		0.50%	0.42%	+0.6%	+12.0%	+8.8%	+21.6%	new	−15.2%	$213M

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	AFBOT	Fidelity Disruptive Automation ETFRead Desk		0.50%	0.42%	+0.6%	+12.0%	+8.8%	+21.6%	new	−15.2%	$213M

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

FBOT vs SMH

FBOT

Fidelity Disruptive Automation

[…]

SMH

VanEck Semiconductor

$38,820

MeasureFBOTSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.42%0.22%

5 years, per year[…]+31.2%

3 years, per year+21.6%+54.7%

Worst drop · 1Y−15.2%−24.6%

Volatility · 1Y23.1%41.2%

3–2measures won
FBOT first

7.4%

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: FBOT, SMH

Today

7.4%most shared, FBOT and SMH

FBOTSMH

FBOT—7.4%

SMH7.4%—

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

Income After Fees on $10,000

−$8most kept, FBOT

FBOT$42 − $50 = −$8

SMH$22 − $35 = −$13

KeptFee

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