SMH vs TMAT

ASMH

BTMAT

Measures won4–2SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · TMAT $10,480

Lowest cost0.35%SMH · $35 on $10k

Most income0.77%HTEC · $77 on $10k

Smallest drop−16.3%HTEC · worst fall in 1Y

Held in common9.8%SMH and TMAT

SMH

TMAT

VanEck Semiconductor ETF · $57.7BMain Thematic Innovation ETF · $233M

+48.9%3 years · per year$33,022 · $19,140+24.2%

+28.4%5 years · per year$34,950 · $10,480+0.9%

0.35%Expense ratio$35 · $79 on $10k · lower wins0.79%

0.24%12-mo yield$24 · $2 on $10k0.02%

−33.1%Worst dropSmaller wins−23.4%

42.9%VolatilityLower wins30.4%

4–2SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · TMAT

4.1%MU3.9%

5.0%AMD2.0%

5.0%ADI1.0%

9.8%TSM1.0%

Held in common9.8%

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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$233M
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M

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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BTMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$233M
3	HTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$116M

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

SMH vs TMAT

SMH

VanEck Semiconductor

$34,950

TMAT

Main Thematic Innovation

$10,480

MeasureSMHTMAT

Fee0.35%0.79%

Cost on $10k a year$35$79

Yield0.24%0.02%

5 years, per year+28.4%+0.9%

3 years, per year+48.9%+24.2%

Worst drop · 1Y−33.1%−23.4%

Volatility · 1Y42.9%30.4%

4–2measures won
SMH first

9.8%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HTEC, TMAT, SMH

Today

9.8%most shared, TMAT and SMH

HTECTMATSMH

HTEC—7.5%0.0%

TMAT7.5%—9.8%

SMH0.0%9.8%—

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

Income After Fees on $10,000

−$3most kept, HTEC

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

TMAT$2 − $79 = −$77

KeptFee

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