FTA vs SMH

AFTA

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%FTA and SMH

FTA

SMH

First Trust Large Cap Value AlphaDEX Fund · $1.4BVanEck Semiconductor ETF · $60.7B

+20.0%3 years · per year$17,275 · $33,022+48.9%

+11.1%5 years · per year$16,899 · $34,950+28.4%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.71%12-mo yield$171 · $24 on $10k0.24%

−8.1%Worst dropSmaller wins−33.1%

11.6%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$60.7B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B

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%	$60.7B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
3	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B

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

FTA vs SMH

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,899

SMH

VanEck Semiconductor

$34,950

MeasureFTASMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.71%0.24%

5 years, per year+11.1%+28.4%

3 years, per year+20.0%+48.9%

Worst drop · 1Y−8.1%−33.1%

Volatility · 1Y11.6%42.9%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

$39.1BAssets$60.7B

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

Overlap: FTA, SMH, VTV

Today

28.7%most shared, FTA and VTV

FTASMHVTV

FTA—0.0%28.7%

SMH0.0%—6.3%

VTV28.7%6.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

FTA$171 − $58 = $113

SMH$24 − $35 = −$11

KeptFee

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