GDX vs SMH

AGDX

BSMH

Measures won1–5SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GDX $29,615

Lowest cost0.35%SMH · $35 on $10k

Most income2.71%PDBC · $271 on $10k

Smallest drop−16.6%PDBC · worst fall in 1Y

Held in common0.0%GDX and SMH

GDX

SMH

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

+47.8%3 years · per year$32,277 · $33,022+48.9%

+24.3%5 years · per year$29,615 · $34,950+28.4%

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

0.72%12-mo yield$72 · $24 on $10k0.24%

−38.9%Worst dropSmaller wins−33.1%

51.2%VolatilityLower wins42.9%

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 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	AGDX	VanEck Gold Miners ETFRead Desk	0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.71%	+0.2%	+41.7%	+43.6%	+13.1%	+10.9%	−16.6%	$7.5B

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	AGDX	VanEck Gold Miners ETFRead Desk	0.51%	0.72%	+2.2%	+2.1%	+24.9%	+47.8%	+24.3%	−38.9%	$26.9B
3	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B
4	PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.71%	+0.2%	+41.7%	+43.6%	+13.1%	+10.9%	−16.6%	$7.5B

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

GDX vs SMH

GDX

VanEck Gold Miners

$29,615

SMH

VanEck Semiconductor

$34,950

MeasureGDXSMH

Fee0.51%0.35%

Cost on $10k a year$51$35

Yield0.72%0.24%

5 years, per year+24.3%+28.4%

3 years, per year+47.8%+48.9%

Worst drop · 1Y−38.9%−33.1%

Volatility · 1Y51.2%42.9%

5–1measures won
SMH first

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

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

$30.5BAssets$135B

2–0GLDM 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: GDX, SMH, PDBC, GLD

Today

0.0%most shared, GDX and SMH

GDXSMHPDBCGLD

GDX—0.0%[…][…]

SMH0.0%—[…][…]

PDBC[…][…]—[…]

GLD[…][…][…]—

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

Income After Fees on $10,000

$197most kept, PDBC

PDBC$271 − $74 = $197

GDX$72 − $51 = $21

SMH$24 − $35 = −$11

GLD$0 − $40 = −$40

KeptFee

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