FXU vs SMH

AFXU

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FXU $17,625

Lowest cost0.35%SMH · $35 on $10k

Most income2.32%FXU · $232 on $10k

Smallest drop−14.0%FXU · worst fall in 1Y

Held in common0.0%FXU and SMH

FXU

SMH

First Trust Utilities AlphaDEX Fund · $776MVanEck Semiconductor ETF · $57.7B

+22.1%3 years · per year$18,195 · $33,022+48.9%

+12.0%5 years · per year$17,625 · $34,950+28.4%

0.61%Expense ratio$61 · $35 on $10k · lower wins0.35%

2.32%12-mo yield$232 · $24 on $10k0.24%

−14.0%Worst dropSmaller wins−33.1%

14.3%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · 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

Both

5Y2 funds

#			Trend
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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M

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

FXU vs SMH

FXU

First Trust Utilities AlphaDEX Fund

$17,625

SMH

VanEck Semiconductor

$34,950

MeasureFXUSMH

Fee0.61%0.35%

Cost on $10k a year$61$35

Yield2.32%0.24%

5 years, per year+12.0%+28.4%

3 years, per year+22.1%+48.9%

Worst drop · 1Y−14.0%−33.1%

Volatility · 1Y14.3%42.9%

3–3measures won
level

0.0%

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: FXU, SMH

Today

0.0%most shared, FXU and SMH

FXUSMH

FXU—0.0%

SMH0.0%—

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

SMH$24 − $35 = −$11

KeptFee

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