FDRV vs SMH

AFDRV

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · FDRV $5,747

Lowest cost0.35%SMH · $35 on $10k

Most income1.44%FDRV · $144 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common1.2%FDRV and SMH

FDRV

SMH

Fidelity Electric Vehicles and Future Transportation ETF · $23MVanEck Semiconductor ETF · $65.8B

+2.6%3 years · per year$10,809 · $37,049+54.7%

−10.5%5 years · per year$5,747 · $38,820+31.2%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

1.44%12-mo yield$144 · $22 on $10k0.22%

−31.6%Worst dropSmaller wins−24.6%

27.8%VolatilityLower wins41.2%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRV · SMH

0.7%ADI5.0%

1.5%ON0.5%

Held in common1.2%

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%	$65.8B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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%	$65.8B
2	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk		0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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

FDRV vs SMH

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,747

SMH

VanEck Semiconductor

$38,820

MeasureFDRVSMH

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield1.44%0.22%

5 years, per year−10.5%+31.2%

3 years, per year+2.6%+54.7%

Worst drop · 1Y−31.6%−24.6%

Volatility · 1Y27.8%41.2%

4–2measures won
SMH first

1.2%

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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FDRV, SMH

Today

1.2%most shared, FDRV and SMH

FDRVSMH

FDRV—1.2%

SMH1.2%—

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

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

SMH$22 − $35 = −$13

KeptFee

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