IGPT vs SMH

AIGPT

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common30.1%IGPT and SMH

IGPT

SMH

Invesco AI and Next Gen Software ETF · $1.1BVanEck Semiconductor ETF · $60.7B

+32.8%3 years · per year$23,415 · $33,022+48.9%

+9.7%5 years · per year$15,915 · $34,950+28.4%

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

0.00%12-mo yield$0 · $24 on $10k0.24%

−32.5%Worst dropSmaller wins−33.1%

41.5%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGPT · SMH

8.6%NVDA21.0%

8.3%AMD5.0%

7.0%MU4.1%

3.0%INTC2.9%

Held in common30.1%

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%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+3.2%	+26.6%	+24.6%	+32.8%	+9.7%	−32.5%	$1.1B

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%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	+3.2%	+26.6%	+24.6%	+32.8%	+9.7%	−32.5%	$1.1B

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

IGPT vs SMH

IGPT

Invesco AI and Next Gen Software

$15,915

SMH

VanEck Semiconductor

$34,950

MeasureIGPTSMH

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.00%0.24%

5 years, per year+9.7%+28.4%

3 years, per year+32.8%+48.9%

Worst drop · 1Y−32.5%−33.1%

Volatility · 1Y41.5%42.9%

4–2measures won
SMH first

30.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IGPT, SMH, SCHD

Today

30.1%most shared, IGPT and SMH

IGPTSMHSCHD

IGPT—30.1%2.6%

SMH30.1%—7.9%

SCHD2.6%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

IGPT$0 − $57 = −$57

KeptFee

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