JHAI vs SMH

AJHAI

BSMH

Measures won3–1JHAI wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.38%JHAI · $38 on $10k

Smallest drop−24.3%JHAI · worst fall in 1Y

Held in common45.1%JHAI and SMH

JHAI

SMH

Janus Henderson Global Artificial Intelligence ETF · $28MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

0.38%12-mo yield$38 · $25 on $10k0.25%

−24.3%Worst dropSmaller wins−33.1%

33.5%VolatilityLower wins42.8%

3–1JHAI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJHAI · SMH

13.7%NVDA20.5%

15.4%TSM9.7%

5.1%MU4.4%

3.7%ASML4.5%

Held in common45.1%

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

Both

5Y2 funds

#			Trend
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	AJHAI	Janus Henderson Global Artificial Intelligence ETFRead Desk		0.59%	0.38%	−9.4%	+2.7%	+0.5%	new	new	−24.3%	$28M

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

Both

5Y2 funds

#			Trend
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	AJHAI	Janus Henderson Global Artificial Intelligence ETFRead Desk		0.59%	0.38%	−9.4%	+2.7%	+0.5%	new	new	−24.3%	$28M

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

JHAI vs SMH

JHAI

Janus Henderson Global Artificial Intelligence

[…]

SMH

VanEck Semiconductor

$33,824

MeasureJHAISMH

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.38%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−24.3%−33.1%

Volatility · 1Y33.5%42.8%

3–1measures won
JHAI first

45.1%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: JHAI, SMH

Today

45.1%most shared, JHAI and SMH

JHAISMH

JHAI—45.1%

SMH45.1%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

JHAI$38 − $59 = −$21

KeptFee

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