GLDM vs SMH

AGLDM

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GLDM $22,983

Lowest cost0.10%GLDM · $10 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common[…]GLDM and SMH

GLDM

SMH

SPDR Gold MiniShares Trust · $30.8BVanEck Semiconductor ETF · $60.7B

+27.6%3 years · per year$20,795 · $33,815+50.1%

+18.1%5 years · per year$22,983 · $36,298+29.4%

0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $23 on $10k0.23%

−28.0%Worst dropSmaller wins−33.1%

28.9%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGLDM · SMH

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

Held in common[…]

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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	TMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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	AGLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+1.9%	−4.1%	+4.0%	+27.6%	+18.1%	−28.0%	$30.8B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	TMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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

GLDM vs SMH

GLDM

SPDR Gold MiniShares Trust

$22,983

SMH

VanEck Semiconductor

$36,298

MeasureGLDMSMH

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield0.00%0.23%

5 years, per year+18.1%+29.4%

3 years, per year+27.6%+50.1%

Worst drop · 1Y−28.0%−33.1%

Volatility · 1Y28.9%43.1%

3–3measures won
level

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

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

GLDM vs GLD

YTD

SPDRGLDM

−4.1%

GLDSPDR

−4.2%

−4.1%Year to date−4.2%

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

$30.8BAssets$136B

2–0GLDM 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: GLDM, TMAT, IGV, SMH

Today

12.2%most shared, TMAT and IGV

GLDMTMATIGVSMH

GLDM—[…][…][…]

TMAT[…]—12.2%10.1%

IGV[…]12.2%—4.8%

SMH[…]10.1%4.8%—

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

Income After Fees on $10,000

−$10most kept, GLDM

GLDM$0 − $10 = −$10

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

TMAT$2 − $79 = −$77

KeptFee

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