IVV vs SMH

AIVV

BSMH

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common15.6%IVV and SMH

IVV

SMH

iShares Core S&P 500 ETF · $887BVanEck Semiconductor ETF · $65.4B

+22.1%3 years · per year$18,221 · $32,662+48.4%

+11.4%5 years · per year$17,151 · $33,824+27.6%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $25 on $10k0.25%

−8.9%Worst dropSmaller wins−33.1%

13.6%VolatilityLower wins42.8%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · SMH

7.3%NVDA20.5%

2.3%AVGO5.8%

1.4%MU4.4%

1.2%AMD5.4%

Held in common15.6%

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

All Three

5Y3 funds

#
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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

IVV vs SMH

IVV

iShares Core S&P 500

$17,152

SMH

VanEck Semiconductor

$33,824

MeasureIVVSMH

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%0.25%

5 years, per year+11.4%+27.6%

3 years, per year+22.1%+48.4%

Worst drop · 1Y−8.9%−33.1%

Volatility · 1Y13.6%42.8%

4–2measures won
IVV first

15.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, SMH, SPY

Today

99.9%most shared, IVV and SPY

IVVSMHSPY

IVV—15.6%99.9%

SMH15.6%—15.6%

SPY99.9%15.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

SMH$25 − $35 = −$10

KeptFee

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