GII vs SMH

AGII

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · GII $15,762

Lowest cost0.35%SMH · $35 on $10k

Most income2.71%GII · $271 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 · $965MVanEck Semiconductor ETF · $65.4B

+19.7%3 years · per year$17,131 · $32,662+48.4%

+9.5%5 years · per year$15,762 · $33,824+27.6%

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

2.71%12-mo yield$271 · $25 on $10k0.25%

−10.6%Worst dropSmaller wins−33.1%

11.5%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsAll three, 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 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.71%	−1.2%	+8.0%	+10.8%	+19.7%	+9.5%	−10.6%	$965M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.71%	−1.2%	+8.0%	+10.8%	+19.7%	+9.5%	−10.6%	$965M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−4.4%	−6.3%	−11.6%	+13.6%	+2.6%	−33.3%	$13.0B

End-of-day Nov 5, 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

$15,762

SMH

VanEck Semiconductor

$33,824

MeasureGIISMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield2.71%0.25%

5 years, per year+9.5%+27.6%

3 years, per year+19.7%+48.4%

Worst drop · 1Y−10.6%−33.1%

Volatility · 1Y11.5%42.8%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GII, SMH, IGV

Today

4.6%most shared, SMH and IGV

GIISMHIGV

GII—0.0%0.0%

SMH0.0%—4.6%

IGV0.0%4.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, GII

GII$271 − $40 = $231

SMH$25 − $35 = −$10

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee