IGPT vs SMH

AIGPT

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGPT $15,518

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−32.5%IGPT · worst fall in 1Y

Held in common30.7%IGPT and SMH

IGPT

SMH

Invesco AI and Next Gen Software ETF · $1.2BVanEck Semiconductor ETF · $65.4B

+32.4%3 years · per year$23,220 · $32,662+48.4%

+9.2%5 years · per year$15,518 · $33,824+27.6%

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

0.00%12-mo yield$0 · $25 on $10k0.25%

−32.5%Worst dropSmaller wins−33.1%

41.4%VolatilityLower wins42.8%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGPT · SMH

8.5%NVDA20.5%

9.0%AMD5.4%

7.6%MU4.4%

3.0%INTC2.8%

Held in common30.7%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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

$15,518

SMH

VanEck Semiconductor

$33,824

MeasureIGPTSMH

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.00%0.25%

5 years, per year+9.2%+27.6%

3 years, per year+32.4%+48.4%

Worst drop · 1Y−32.5%−33.1%

Volatility · 1Y41.4%42.8%

4–2measures won
SMH first

30.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGPT, SMH, DRAM

Today

30.7%most shared, IGPT and SMH

IGPTSMHDRAM

IGPT—30.7%15.7%

SMH30.7%—3.2%

DRAM15.7%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGPT$0 − $57 = −$57

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee