GII vs SMH

AGII

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.09%IEMG · $9 on $10k

Most income2.67%GII · $267 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 · $958MVanEck Semiconductor ETF · $60.7B

+18.7%3 years · per year$16,731 · $33,815+50.1%

+9.8%5 years · per year$15,973 · $36,298+29.4%

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

2.67%12-mo yield$267 · $23 on $10k0.23%

−10.6%Worst dropSmaller wins−33.1%

11.6%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · 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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B

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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B

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

GII vs SMH

GII

SPDR S&P Global Infrastructure

$15,973

SMH

VanEck Semiconductor

$36,298

MeasureGIISMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield2.67%0.23%

5 years, per year+9.8%+29.4%

3 years, per year+18.7%+50.1%

Worst drop · 1Y−10.6%−33.1%

Volatility · 1Y11.6%43.1%

3–3measures won
level

0.0%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026

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

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: GII, SMH, IEMG, CIBR

Today

5.7%most shared, SMH and CIBR

GIISMHIEMGCIBR

GII—0.0%0.3%0.0%

SMH0.0%—0.0%5.7%

IEMG0.3%0.0%—0.0%

CIBR0.0%5.7%0.0%—

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

Income After Fees on $10,000

$233most kept, IEMG

IEMG$242 − $9 = $233

GII$267 − $40 = $227

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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