IAU vs SMH

AIAU

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IAU $22,511

Lowest cost0.25%IAU · $25 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−28.2%IAU · worst fall in 1Y

Held in common[…]IAU and SMH

IAU

SMH

iShares Gold Trust · $61.0BVanEck Semiconductor ETF · $57.7B

+26.8%3 years · per year$20,390 · $33,022+48.9%

+17.6%5 years · per year$22,511 · $34,950+28.4%

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $24 on $10k0.24%

−28.2%Worst dropSmaller wins−33.1%

28.8%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAU · 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	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	SLV	iShares Silver TrustRead Desk	0.50%	0.00%	−0.1%	−27.2%	+7.4%	+30.7%	+16.2%	−57.8%	$26.7B

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	AIAU	iShares Gold TrustRead Desk	0.25%	0.00%	−0.8%	−5.9%	+1.8%	+26.8%	+17.6%	−28.2%	$61.0B
3	SLV	iShares Silver TrustRead Desk	0.50%	0.00%	−0.1%	−27.2%	+7.4%	+30.7%	+16.2%	−57.8%	$26.7B

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

IAU vs SMH

IAU

iShares Gold Trust

$22,511

SMH

VanEck Semiconductor

$34,950

MeasureIAUSMH

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield0.00%0.24%

5 years, per year+17.6%+28.4%

3 years, per year+26.8%+48.9%

Worst drop · 1Y−28.2%−33.1%

Volatility · 1Y28.8%42.9%

3–3measures won
level

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: IAU, SMH, SLV

Today

[…]holdings […]

IAUSMHSLV

IAU—[…][…]

SMH[…]—[…]

SLV[…][…]—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

IAU$0 − $25 = −$25

SLV$0 − $50 = −$50

KeptFee

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