FDCF vs SMH

AFDCF

BSMH

Measures won2–3SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%SMH · $35 on $10k

Most income0.40%CIBR · $40 on $10k

Smallest drop−16.6%FDCF · worst fall in 1Y

Held in common15.9%FDCF and SMH

FDCF

SMH

Fidelity Disruptive Communications ETF · $103MVanEck Semiconductor ETF · $65.4B

+26.9%3 years · per year$20,434 · $37,049+54.7%

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

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

0.00%12-mo yield$0 · $22 on $10k0.22%

−16.6%Worst dropSmaller wins−24.6%

20.3%VolatilityLower wins41.2%

2–3SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · SMH

7.4%TSM9.6%

5.8%NVDA20.6%

1.9%CDNS2.2%

0.7%SNPS2.2%

Held in common15.9%

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

All Three

5Y3 funds

#
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M

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

FDCF vs SMH

FDCF

Fidelity Disruptive Communications

[…]

SMH

VanEck Semiconductor

$38,820

MeasureFDCFSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.00%0.22%

5 years, per year[…]+31.2%

3 years, per year+26.9%+54.7%

Worst drop · 1Y−16.6%−24.6%

Volatility · 1Y20.3%41.2%

3–2measures won
SMH first

15.9%

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: FDCF, SMH, CIBR

Today

15.9%most shared, FDCF and SMH

FDCFSMHCIBR

FDCF—15.9%7.2%

SMH15.9%—5.8%

CIBR7.2%5.8%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

FDCF$0 − $50 = −$50

KeptFee

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