IGPT vs SMH

AIGPT

BSMH

Measures won1–5SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · IGPT $17,665

Lowest cost0.35%SMH · $35 on $10k

Most income0.21%SMH · $21 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common30.9%IGPT and SMH

IGPT

SMH

Invesco AI and Next Gen Software ETF · $1.2BVanEck Semiconductor ETF · $65.8B

+39.0%3 years · per year$26,865 · $38,001+56.1%

+12.1%5 years · per year$17,665 · $39,579+31.7%

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $21 on $10k0.21%

−24.9%Worst dropSmaller wins−24.6%

40.0%VolatilityLower wins41.1%

1–5SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGPT · SMH

8.6%NVDA20.5%

8.7%AMD5.1%

8.0%MU4.6%

3.1%INTC2.9%

Held in common30.9%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk		0.57%	0.00%	+1.7%	+38.8%	+36.1%	+39.0%	+12.1%	−24.9%	$1.2B

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

Cards for this view

IGPT vs SMH

IGPT

Invesco AI and Next Gen Software

$17,665

SMH

VanEck Semiconductor

$39,579

MeasureIGPTSMH

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.00%0.21%

5 years, per year+12.1%+31.7%

3 years, per year+39.0%+56.1%

Worst drop · 1Y−24.9%−24.6%

Volatility · 1Y40.0%41.1%

5–1measures won
SMH first

30.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IGPT, SMH

Today

30.9%most shared, IGPT and SMH

IGPTSMH

IGPT—30.9%

SMH30.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

IGPT$0 − $57 = −$57

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee