FDCF vs SMH

AFDCF

BSMH

Measures won2–3SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IGV $11,265

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−16.2%FDCF · worst fall in 1Y

Held in common14.1%FDCF and SMH

FDCF

SMH

Fidelity Disruptive Communications ETF · $95MVanEck Semiconductor ETF · $57.7B

+25.3%3 years · per year$19,661 · $33,022+48.9%

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

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

0.00%12-mo yield$0 · $24 on $10k0.24%

−16.2%Worst dropSmaller wins−33.1%

20.2%VolatilityLower wins42.9%

2–3SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · SMH

6.5%TSM9.8%

5.1%NVDA21.0%

1.9%CDNS2.5%

0.7%SNPS2.5%

Held in common14.1%

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%	$57.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M

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%	$57.7B
2	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M

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

FDCF vs SMH

FDCF

Fidelity Disruptive Communications

[…]

SMH

VanEck Semiconductor

$34,950

MeasureFDCFSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.00%0.24%

5 years, per year[…]+28.4%

3 years, per year+25.3%+48.9%

Worst drop · 1Y−16.2%−33.1%

Volatility · 1Y20.2%42.9%

3–2measures won
SMH first

14.1%

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

$37.6BAssets$57.7B

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: FDCF, SMH, IGV

Today

14.1%most shared, FDCF and SMH

FDCFSMHIGV

FDCF—14.1%10.5%

SMH14.1%—4.9%

IGV10.5%4.9%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

FDCF$0 − $50 = −$50

KeptFee

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