INVN vs SMH

AINVN

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−20.4%INVN · worst fall in 1Y

Held in common2.0%INVN and SMH

INVN

SMH

Alger Russell Innovation ETF · $11MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.23%12-mo yield$23 · $25 on $10k0.25%

−20.4%Worst dropSmaller wins−33.1%

25.2%VolatilityLower wins42.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsINVN · SMH

2.0%QCOM4.2%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
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	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	−2.9%	+23.1%	+29.2%	new	new	−20.4%	$11M

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

Both

5Y2 funds

#			Trend
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	AINVN	Alger Russell Innovation ETFRead Desk		0.55%	0.23%	−2.9%	+23.1%	+29.2%	new	new	−20.4%	$11M

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

INVN vs SMH

INVN

Alger Russell Innovation

[…]

SMH

VanEck Semiconductor

$33,824

MeasureINVNSMH

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.23%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−20.4%−33.1%

Volatility · 1Y25.2%42.8%

2–1measures won
INVN first

2.0%

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: INVN, SMH

Today

2.0%most shared, INVN and SMH

INVNSMH

INVN—2.0%

SMH2.0%—

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

INVN$23 − $55 = −$32

KeptFee

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