ILIT vs SETM

AILIT

BSETM

Measures won3–2ILIT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income3.11%ILIT · $311 on $10k

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

Held in common12.6%ILIT and SETM

ILIT

SETM

iShares Lithium Miners and Producers ETF · $10MSprott Critical Materials ETF · $421M

−10.6%3 years · per year$7,156 · $16,418+18.0%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $65 on $10k · lower wins0.65%

3.11%12-mo yield$311 · $182 on $10k1.82%

−58.2%Worst dropSmaller wins−39.6%

44.8%VolatilityLower wins46.4%

3–2ILIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILIT · SETM

8.8%ALB3.5%

8.9%SQM3.3%

6.3%PLS.AX3.2%

6.1%LTR.AX0.8%

Held in common12.6%

End-of-day Nov 4, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M
3	BSETM	Sprott Critical Materials ETFRead Desk	0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AILIT	iShares Lithium Miners and Producers ETFRead Desk	0.47%	3.11%	+4.1%	−33.8%	−20.6%	−10.6%	new	−58.2%	$10M
3	BSETM	Sprott Critical Materials ETFRead Desk	0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ILIT vs SETM

ILIT

iShares Lithium Miners and Producers

[…]

SETM

Sprott Critical Materials

[…]

MeasureILITSETM

Fee0.47%0.65%

Cost on $10k a year$47$65

Yield3.11%1.82%

5 years, per year[…][…]

3 years, per year−10.6%+18.0%

Worst drop · 1Y−58.2%−39.6%

Volatility · 1Y44.8%46.4%

3–2measures won
ILIT first

12.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ILIT, SETM, SMH

Today

12.6%most shared, ILIT and SETM

ILITSETMSMH

ILIT—12.6%0.0%

SETM12.6%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, ILIT

ILIT$311 − $47 = $264

SETM$182 − $65 = $117

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee