VT vs SMH

AVT

BSMH

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VT $15,957

Lowest cost0.06%VT · $6 on $10k

Most income1.55%VT · $155 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common10.3%VT and SMH

SMH

Vanguard Total World Stock ETF · $81.8BVanEck Semiconductor ETF · $60.7B

+20.9%3 years · per year$17,661 · $33,815+50.1%

+9.8%5 years · per year$15,957 · $36,298+29.4%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.55%12-mo yield$155 · $23 on $10k0.23%

−9.7%Worst dropSmaller wins−33.1%

14.9%VolatilityLower wins43.1%

4–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SMH

4.5%NVDA20.7%

1.4%AVGO5.7%

1.0%MU4.2%

0.8%AMD5.4%

Held in common10.3%

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 Three

5Y3 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	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$110M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.76%	+2.3%	+29.5%	+40.9%	+26.2%	−0.5%	−16.3%	$110M

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

VT vs SMH

Vanguard Total World Stock

$15,957

SMH

VanEck Semiconductor

$36,298

MeasureVTSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.55%0.23%

5 years, per year+9.8%+29.4%

3 years, per year+20.9%+50.1%

Worst drop · 1Y−9.7%−33.1%

Volatility · 1Y14.9%43.1%

4–2measures won
VT first

10.3%

holdings shared

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

$37.5BAssets$60.7B

2–0SOXX 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HTEC, SMH, VT

Today

10.3%most shared, SMH and VT

HTECSMHVT

HTEC—0.0%1.9%

SMH0.0%—10.3%

VT1.9%10.3%—

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

Income After Fees on $10,000

$149most kept, VT

VT$155 − $6 = $149

HTEC$76 − $80 = −$4

SMH$23 − $35 = −$12

KeptFee

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