GDX vs SMH

AGDX

BSMH

Measures won1–5SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GDX $30,774

Lowest cost0.10%GLDM · $10 on $10k

Most income0.69%GDX · $69 on $10k

Smallest drop−28.0%GLDM · worst fall in 1Y

Held in common0.0%GDX and SMH

GDX

SMH

VanEck Gold Miners ETF · $26.9BVanEck Semiconductor ETF · $60.7B

+49.7%3 years · per year$33,526 · $33,815+50.1%

+25.2%5 years · per year$30,774 · $36,298+29.4%

0.51%Expense ratio$51 · $35 on $10k · lower wins0.35%

0.69%12-mo yield$69 · $23 on $10k0.23%

−38.9%Worst dropSmaller wins−33.1%

51.4%VolatilityLower wins43.1%

1–5SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGDX · SMH

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

Held in common0.0%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
3	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
4	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGDX	VanEck Gold Miners ETFRead Desk	0.51%	0.69%	+4.4%	+6.6%	+30.2%	+49.7%	+25.2%	−38.9%	$26.9B
3	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
4	IAU	iShares Gold TrustRead Desk	0.25%	0.00%	+1.8%	−4.2%	+3.7%	+27.4%	+17.9%	−28.2%	$60.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GDX vs SMH

GDX

VanEck Gold Miners

$30,774

SMH

VanEck Semiconductor

$36,298

MeasureGDXSMH

Fee0.51%0.35%

Cost on $10k a year$51$35

Yield0.69%0.23%

5 years, per year+25.2%+29.4%

3 years, per year+49.7%+50.1%

Worst drop · 1Y−38.9%−33.1%

Volatility · 1Y51.4%43.1%

5–1measures won
SMH first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: GDX, SMH, GLDM, IAU

Today

0.0%most shared, GDX and SMH

GDXSMHGLDMIAU

GDX—0.0%[…][…]

SMH0.0%—[…][…]

GLDM[…][…]—[…]

IAU[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$18most kept, GDX

GDX$69 − $51 = $18

GLDM$0 − $10 = −$10

SMH$23 − $35 = −$12

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee