IVEP vs SMH · Compare Desk

ASMH

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income1.05%VOO · $105 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common18.8%SMH and VOO

SMH vs VOO

SMH

VOO

VanEck Semiconductor ETF · $65.4BVanguard S&P 500 ETF · $1.00T

+54.7%3 years · per year$37,049 · $19,172+24.2%

+31.2%5 years · per year$38,820 · $18,115+12.6%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.22%12-mo yield$22 · $105 on $10k1.05%

−24.6%Worst dropSmaller wins−8.9%

41.2%VolatilityLower wins12.8%

2–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · VOO

20.6%NVDA8.4%

5.8%AVGO2.5%

4.6%MU1.8%

5.2%AMD1.5%

Held in common18.8%

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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

Both

5Y2 funds

#			Trend
1	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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

SMH vs VOO

SMH

VanEck Semiconductor

$38,820

VOO

Vanguard S&P 500

$18,115

MeasureSMHVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.22%1.05%

5 years, per year+31.2%+12.6%

3 years, per year+54.7%+24.2%

Worst drop · 1Y−24.6%−8.9%

Volatility · 1Y41.2%12.8%

4–2measures won
VOO first

18.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: SMH, VOO

Today

18.8%most shared, SMH and VOO

SMHVOO

SMH—18.8%

VOO18.8%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SMH$22 − $35 = −$13

KeptFee

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