GII vs SMH

AGII

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$38,820SMH · GII $16,055

Lowest cost0.35%SMH · $35 on $10k

Most income2.68%GII · $268 on $10k

Smallest drop−10.6%GII · worst fall in 1Y

Held in common0.0%GII and SMH

GII

SMH

State Street SPDR S&P Global Infrastructure ETF · $966MVanEck Semiconductor ETF · $65.8B

+20.3%3 years · per year$17,431 · $37,049+54.7%

+9.9%5 years · per year$16,055 · $38,820+31.2%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

2.68%12-mo yield$268 · $22 on $10k0.22%

−10.6%Worst dropSmaller wins−24.6%

11.5%VolatilityLower wins41.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsGII · SMH

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

Held in common0.0%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.68%	+0.9%	+9.3%	+11.4%	+20.3%	+9.9%	−10.6%	$966M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.68%	+0.9%	+9.3%	+11.4%	+20.3%	+9.9%	−10.6%	$966M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs SMH

GII

SPDR S&P Global Infrastructure

$16,055

SMH

VanEck Semiconductor

$38,820

MeasureGIISMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield2.68%0.22%

5 years, per year+9.9%+31.2%

3 years, per year+20.3%+54.7%

Worst drop · 1Y−10.6%−24.6%

Volatility · 1Y11.5%41.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GII, SMH

Today

0.0%most shared, GII and SMH

GIISMH

GII—0.0%

SMH0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$228most kept, GII

GII$268 − $40 = $228

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee