QLTY vs SMH

AQLTY

BSMH

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.74%HTEC · $74 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common16.7%QLTY and SMH

QLTY

SMH

GMO US Quality ETF · $5.6BVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.65%12-mo yield$65 · $25 on $10k0.25%

−11.7%Worst dropSmaller wins−33.1%

13.1%VolatilityLower wins42.8%

3–1QLTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · SMH

3.9%TXN6.1%

3.1%AVGO5.8%

3.1%LRCX3.6%

3.0%NVDA20.5%

Held in common16.7%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

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

QLTY vs SMH

QLTY

GMO US Quality

[…]

SMH

VanEck Semiconductor

$33,824

MeasureQLTYSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.65%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−11.7%−33.1%

Volatility · 1Y13.1%42.8%

3–1measures won
QLTY first

16.7%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

$37.6BAssets$57.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: HTEC, QLTY, SMH, VUG

Today

39.8%most shared, QLTY and VUG

HTECQLTYSMHVUG

HTEC—5.9%0.0%1.0%

QLTY5.9%—16.7%39.8%

SMH0.0%16.7%—26.9%

VUG1.0%39.8%26.9%—

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

QLTY$65 − $50 = $15

HTEC$74 − $80 = −$6

SMH$25 − $35 = −$10

KeptFee

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