SOXX vs SMH

ASOXX

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.33%SOXX · $33 on $10k

Most income0.78%GCPU · $78 on $10k

Smallest drop−12.5%WCMI · worst fall in 1Y

Held in common69.6%SOXX and SMH

SOXX

SMH

iShares Semiconductor ETF · $39.1BVanEck Semiconductor ETF · $60.7B

+40.3%3 years · per year$27,604 · $33,022+48.9%

+21.9%5 years · per year$26,892 · $34,950+28.4%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

0.76%12-mo yield$76 · $24 on $10k0.24%

−39.5%Worst dropSmaller wins−33.1%

49.4%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSOXX · SMH

8.5%NVDA21.0%

8.1%AVGO5.9%

5.5%TXN6.2%

5.2%ADI5.0%

Held in common69.6%

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 Four

5Y4 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	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	GCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.78%	+8.5%	−30.5%	−57.1%	new	new	−62.3%	$6M
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	ASOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
3	GCPU	Grayscale AI Compute ETFRead Desk	0.59%	0.78%	+8.5%	−30.5%	−57.1%	new	new	−62.3%	$6M
4	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

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

SOXX vs SMH

SOXX

iShares Semiconductor

$26,892

SMH

VanEck Semiconductor

$34,950

MeasureSOXXSMH

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield0.76%0.24%

5 years, per year+21.9%+28.4%

3 years, per year+40.3%+48.9%

Worst drop · 1Y−39.5%−33.1%

Volatility · 1Y49.4%42.9%

4–2measures won
SMH first

69.6%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GCPU, WCMI, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

GCPUWCMISMHSOXX

GCPU—2.9%0.0%0.0%

WCMI2.9%—0.0%0.0%

SMH0.0%0.0%—69.6%

SOXX0.0%0.0%69.6%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

GCPU$78 − $59 = $19

SMH$24 − $35 = −$11

WCMI$58 − $85 = −$27

KeptFee

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