IDU vs SMH

AIDU

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · IDU $15,132

Lowest cost0.35%SMH · $35 on $10k

Most income2.30%IDU · $230 on $10k

Smallest drop−15.3%IDU · worst fall in 1Y

Held in common0.0%IDU and SMH

IDU

SMH

iShares U.S. Utilities ETF · $1.4BVanEck Semiconductor ETF · $60.7B

+16.1%3 years · per year$15,652 · $33,815+50.1%

+8.6%5 years · per year$15,132 · $36,298+29.4%

0.37%Expense ratio$37 · $35 on $10k · lower wins0.35%

2.30%12-mo yield$230 · $23 on $10k0.23%

−15.3%Worst dropSmaller wins−33.1%

14.9%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIDU · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.30%	+1.5%	+5.2%	+3.2%	+16.1%	+8.6%	−15.3%	$1.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	AIDU	iShares U.S. Utilities ETFRead Desk		0.37%	2.30%	+1.5%	+5.2%	+3.2%	+16.1%	+8.6%	−15.3%	$1.4B

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

IDU vs SMH

IDU

iShares U.S. Utilities

$15,132

SMH

VanEck Semiconductor

$36,298

MeasureIDUSMH

Fee0.37%0.35%

Cost on $10k a year$37$35

Yield2.30%0.23%

5 years, per year+8.6%+29.4%

3 years, per year+16.1%+50.1%

Worst drop · 1Y−15.3%−33.1%

Volatility · 1Y14.9%43.1%

3–3measures won
level

0.0%

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

$39.1BAssets$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%

$120BAssets$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: IDU, SMH

Today

0.0%most shared, IDU and SMH

IDUSMH

IDU—0.0%

SMH0.0%—

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

Income After Fees on $10,000

$193most kept, IDU

IDU$230 − $37 = $193

SMH$23 − $35 = −$12

KeptFee

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