IPO vs SOXX

AIPO

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · IPO $6,641

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−26.9%IPO · worst fall in 1Y

Held in common5.4%IPO and SOXX

IPO

SOXX

Renaissance IPO ETF · $122MiShares Semiconductor ETF · $39.1B

+15.3%3 years · per year$15,340 · $27,604+40.3%

−7.9%5 years · per year$6,641 · $26,892+21.9%

0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%

0.14%12-mo yield$14 · $76 on $10k0.76%

−26.9%Worst dropSmaller wins−39.5%

34.2%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIPO · SOXX

7.8%SKHY3.0%

7.4%ALAB1.8%

0.8%CBRS0.6%

Held in common5.4%

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	AIPO	Renaissance IPO ETFRead Desk		0.60%	0.14%	+3.7%	−1.0%	−5.7%	+15.3%	−7.9%	−26.9%	$122M

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	AIPO	Renaissance IPO ETFRead Desk		0.60%	0.14%	+3.7%	−1.0%	−5.7%	+15.3%	−7.9%	−26.9%	$122M

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

IPO vs SOXX

IPO

Renaissance IPO

$6,641

SOXX

iShares Semiconductor

$26,892

MeasureIPOSOXX

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield0.14%0.76%

5 years, per year−7.9%+21.9%

3 years, per year+15.3%+40.3%

Worst drop · 1Y−26.9%−39.5%

Volatility · 1Y34.2%49.4%

4–2measures won
SOXX first

5.4%

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: IPO, SOXX

Today

5.4%most shared, IPO and SOXX

IPOSOXX

IPO—5.4%

SOXX5.4%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

IPO$14 − $60 = −$46

KeptFee

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