GGTL vs SMH

AGGTL

BSMH

Measures won3–2GGTL wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XLF $15,474

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common28.8%GGTL and SMH

GGTL

SMH

Gabelli Global Technology Leaders ETF · $13MVanEck Semiconductor ETF · $60.7B

+15.4%3 years · per year$15,369 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

1.01%12-mo yield$101 · $24 on $10k0.24%

−22.9%Worst dropSmaller wins−33.1%

27.4%VolatilityLower wins42.9%

3–2GGTL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGGTL · SMH

6.8%TSM9.8%

3.5%AMD5.0%

2.5%AVGO5.9%

2.2%TXN6.2%

Held in common28.8%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	AGGTL	Gabelli Global Technology Leaders ETFRead Desk	0.90%	1.01%	+1.5%	+3.6%	+2.8%	+15.4%	new	−22.9%	$13M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
3	AGGTL	Gabelli Global Technology Leaders ETFRead Desk	0.90%	1.01%	+1.5%	+3.6%	+2.8%	+15.4%	new	−22.9%	$13M

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

GGTL vs SMH

GGTL

Gabelli Global Technology Leaders

[…]

SMH

VanEck Semiconductor

$34,950

MeasureGGTLSMH

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield1.01%0.24%

5 years, per year[…]+28.4%

3 years, per year+15.4%+48.9%

Worst drop · 1Y−22.9%−33.1%

Volatility · 1Y27.4%42.9%

3–2measures won
GGTL first

28.8%

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

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: GGTL, SMH, XLF

Today

28.8%most shared, GGTL and SMH

GGTLSMHXLF

GGTL—28.8%0.0%

SMH28.8%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

GGTL$101 − $90 = $11

SMH$24 − $35 = −$11

KeptFee

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