GLD vs SMH

AGLD

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GDXJ $25,509

Lowest cost0.35%SMH · $35 on $10k

Most income2.46%GDXJ · $246 on $10k

Smallest drop−28.3%GLD · worst fall in 1Y

Held in common[…]GLD and SMH

GLD

SMH

SPDR Gold Shares · $135BVanEck Semiconductor ETF · $57.7B

+26.6%3 years · per year$20,300 · $33,022+48.9%

+17.5%5 years · per year$22,353 · $34,950+28.4%

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

0.00%12-mo yield$0 · $24 on $10k0.24%

−28.3%Worst dropSmaller wins−33.1%

29.0%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLD · SMH

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

Held in common[…]

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%	$57.7B
2	GDXJ	VanEck Junior Gold Miners ETFRead Desk	0.52%	2.46%	+2.8%	−5.3%	+22.5%	+50.4%	+21.9%	−41.3%	$7.8B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B

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%	$57.7B
2	GDXJ	VanEck Junior Gold Miners ETFRead Desk	0.52%	2.46%	+2.8%	−5.3%	+22.5%	+50.4%	+21.9%	−41.3%	$7.8B
3	AGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−0.8%	−6.0%	+1.6%	+26.6%	+17.5%	−28.3%	$135.0B

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

GLD vs SMH

GLD

SPDR Gold Shares

$22,353

SMH

VanEck Semiconductor

$34,950

MeasureGLDSMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.00%0.24%

5 years, per year+17.5%+28.4%

3 years, per year+26.6%+48.9%

Worst drop · 1Y−28.3%−33.1%

Volatility · 1Y29.0%42.9%

4–2measures won
SMH first

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.5BAssets$135B

2–0GLDM 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

Overlap: GLD, SMH, GDXJ

Today

0.0%most shared, SMH and GDXJ

GLDSMHGDXJ

GLD—[…][…]

SMH[…]—0.0%

GDXJ[…]0.0%—

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

Income After Fees on $10,000

$194most kept, GDXJ

GDXJ$246 − $52 = $194

SMH$24 − $35 = −$11

GLD$0 − $40 = −$40

KeptFee

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