ILIT vs SOXX

AILIT

BSOXX

Measures won2–3SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income3.09%ILIT · $309 on $10k

Smallest drop−39.5%SOXX · worst fall in 1Y

Held in common0.0%ILIT and SOXX

ILIT

SOXX

iShares Lithium Miners and Producers ETF · $10MiShares Semiconductor ETF · $39.1B

−9.4%3 years · per year$7,436 · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.47%Expense ratio$47 · $33 on $10k · lower wins0.33%

3.09%12-mo yield$309 · $76 on $10k0.76%

−58.2%Worst dropSmaller wins−39.5%

44.6%VolatilityLower wins49.4%

2–3SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsILIT · SOXX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AILIT	iShares Lithium Miners and Producers ETFRead Desk		0.47%	3.09%	+1.5%	−33.3%	−17.6%	−9.4%	new	−58.2%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AILIT	iShares Lithium Miners and Producers ETFRead Desk		0.47%	3.09%	+1.5%	−33.3%	−17.6%	−9.4%	new	−58.2%	$10M

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

ILIT vs SOXX

ILIT

iShares Lithium Miners and Producers

[…]

SOXX

iShares Semiconductor

$26,892

MeasureILITSOXX

Fee0.47%0.33%

Cost on $10k a year$47$33

Yield3.09%0.76%

5 years, per year[…]+21.9%

3 years, per year−9.4%+40.3%

Worst drop · 1Y−58.2%−39.5%

Volatility · 1Y44.6%49.4%

3–2measures won
SOXX first

0.0%

holdings shared

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

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

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

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: ILIT, SOXX

Today

0.0%most shared, ILIT and SOXX

ILITSOXX

ILIT—0.0%

SOXX0.0%—

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

Income After Fees on $10,000

$262most kept, ILIT

ILIT$309 − $47 = $262

SOXX$76 − $33 = $43

KeptFee

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