GII vs SMH

AGII

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.72%GII · $272 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%GII and SMH

GII

SMH

State Street SPDR S&P Global Infrastructure ETF · $970MVanEck Semiconductor ETF · $60.7B

+19.0%3 years · per year$16,863 · $33,022+48.9%

+9.6%5 years · per year$15,819 · $34,950+28.4%

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

2.72%12-mo yield$272 · $24 on $10k0.24%

−10.6%Worst dropSmaller wins−33.1%

11.5%VolatilityLower wins42.9%

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 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

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

GII vs SMH

GII

SPDR S&P Global Infrastructure

$15,819

SMH

VanEck Semiconductor

$34,950

MeasureGIISMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield2.72%0.24%

5 years, per year+9.6%+28.4%

3 years, per year+19.0%+48.9%

Worst drop · 1Y−10.6%−33.1%

Volatility · 1Y11.5%42.9%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: GII, SMH, VIG

Today

10.3%most shared, SMH and VIG

GIISMHVIG

GII—0.0%1.8%

SMH0.0%—10.3%

VIG1.8%10.3%—

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

Income After Fees on $10,000

$232most kept, GII

GII$272 − $40 = $232

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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