IBOT vs SMH

AIBOT

BSMH

Measures won3–2IBOT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common17.3%IBOT and SMH

IBOT

SMH

VanEck Robotics ETF · $100MVanEck Semiconductor ETF · $65.4B

+26.1%3 years · per year$20,029 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.32%12-mo yield$32 · $22 on $10k0.22%

−16.7%Worst dropSmaller wins−24.6%

25.5%VolatilityLower wins41.2%

3–2IBOT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIBOT · SMH

5.3%NVDA20.6%

4.6%ASML4.5%

1.3%TXN6.0%

1.2%AMAT4.1%

Held in common17.3%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	AIBOT	VanEck Robotics ETFRead Desk	0.47%	0.32%	0.0%	+18.6%	+18.5%	+26.1%	new	−16.7%	$100M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
4	AIBOT	VanEck Robotics ETFRead Desk	0.47%	0.32%	0.0%	+18.6%	+18.5%	+26.1%	new	−16.7%	$100M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBOT vs SMH

IBOT

VanEck Robotics

[…]

SMH

VanEck Semiconductor

$38,820

MeasureIBOTSMH

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.32%0.22%

5 years, per year[…]+31.2%

3 years, per year+26.1%+54.7%

Worst drop · 1Y−16.7%−24.6%

Volatility · 1Y25.5%41.2%

3–2measures won
IBOT first

17.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IBOT, SMH, VOO, SOXX

Today

69.8%most shared, SMH and SOXX

IBOTSMHVOOSOXX

IBOT—17.3%8.4%14.3%

SMH17.3%—18.8%69.8%

VOO8.4%18.8%—18.3%

SOXX14.3%69.8%18.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

IBOT$32 − $47 = −$15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee