IVES vs SMH

AIVES

BSMH

Measures won3–1IVES 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 common26.3%IVES and SMH

IVES

SMH

Dan Ives Wedbush AI Revolution ETF · $833MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

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

0.36%12-mo yield$36 · $22 on $10k0.22%

−21.5%Worst dropSmaller wins−24.6%

29.8%VolatilityLower wins41.2%

3–1IVES wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVES · SMH

4.7%NVDA20.6%

4.7%AVGO5.8%

4.5%TSM9.6%

4.2%SKHY4.2%

Held in common26.3%

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AIVES	Dan Ives Wedbush AI Revolution ETFRead Desk	0.75%	0.36%	−1.3%	+14.9%	+5.1%	new	new	−21.5%	$833M

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

IVES vs SMH

IVES

Dan Ives Wedbush AI Revolution

[…]

SMH

VanEck Semiconductor

$38,820

MeasureIVESSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.36%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y−21.5%−24.6%

Volatility · 1Y29.8%41.2%

3–1measures won
IVES first

26.3%

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: IVES, SMH, VOO

Today

34.8%most shared, IVES and VOO

IVESSMHVOO

IVES—26.3%34.8%

SMH26.3%—18.8%

VOO34.8%18.8%—

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

IVES$36 − $75 = −$39

KeptFee

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