ILDR vs SMH

AILDR

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · CIBR $18,664

Lowest cost0.35%SMH · $35 on $10k

Most income0.40%CIBR · $40 on $10k

Smallest drop−17.5%ILDR · worst fall in 1Y

Held in common24.7%ILDR and SMH

ILDR

SMH

First Trust Innovation Leaders ETF · $328MVanEck Semiconductor ETF · $65.8B

+30.8%3 years · per year$22,403 · $38,001+56.1%

+9.8%5 years · per year$15,994 · $39,579+31.7%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $21 on $10k0.21%

−17.5%Worst dropSmaller wins−24.6%

25.8%VolatilityLower wins41.1%

2–4SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILDR · SMH

9.8%NVDA20.5%

5.7%AMD5.1%

3.5%AVGO5.7%

2.7%MRVL3.5%

Held in common24.7%

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

All Four

5Y4 funds

#
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.5%	+36.4%	+26.4%	+31.0%	+13.3%	−21.1%	$16.8B
3	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+1.8%	+8.8%	+4.5%	+30.8%	+9.8%	−17.5%	$328M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

ILDR vs SMH

ILDR

First Trust Innovation Leaders

$15,994

SMH

VanEck Semiconductor

$39,579

MeasureILDRSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.00%0.21%

5 years, per year+9.8%+31.7%

3 years, per year+30.8%+56.1%

Worst drop · 1Y−17.5%−24.6%

Volatility · 1Y25.8%41.1%

4–2measures won
SMH first

24.7%

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: ILDR, CIBR, SMH, DRAM

Today

24.7%most shared, ILDR and SMH

ILDRCIBRSMHDRAM

ILDR—13.7%24.7%2.6%

CIBR13.7%—5.7%0.0%

SMH24.7%5.7%—3.4%

DRAM2.6%0.0%3.4%—

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

CIBR$40 − $58 = −$18

DRAM$0 − $65 = −$65

ILDR$0 − $75 = −$75

KeptFee

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