IVES vs SMH

AIVES

BSMH

Measures won3–1IVES wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common25.1%IVES and SMH

IVES

SMH

Dan Ives Wedbush AI Revolution ETF · $767MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.37%12-mo yield$37 · $23 on $10k0.23%

−21.5%Worst dropSmaller wins−33.1%

31.1%VolatilityLower wins43.1%

3–1IVES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · SMH

4.6%NVDA20.7%

4.6%TSM10.0%

4.5%AVGO5.7%

3.9%AMD5.4%

Held in common25.1%

End-of-day Nov 9, 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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.37%	+4.1%	+12.2%	+7.8%	new	new	−21.5%	$767M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVES vs SMH

IVES

Dan Ives Wedbush AI Revolution

[…]

SMH

VanEck Semiconductor

$36,298

MeasureIVESSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.37%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−21.5%−33.1%

Volatility · 1Y31.1%43.1%

3–1measures won
IVES first

25.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: IVES, SMH, VIG

Today

25.1%most shared, IVES and SMH

IVESSMHVIG

IVES—25.1%15.0%

SMH25.1%—10.3%

VIG15.0%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

IVES$37 − $75 = −$38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee