LBO vs SOXX5YLBOLBOAvsBSOXXSOXXWHITEWOLF Publicly Listed Private Equity ETF · $7MiShares Semiconductor ETF · $41.4BReturns · dividends in[…]3 years · per year[…] · $28,239+41.3%[…]5 years · per year[…] · $28,061+22.9%Cost and income6.53%Expense ratio$653 · $33 on $10k · lower wins0.33%6.05%12-mo yield$605 · $28 on $10k0.28%Risk · 1 year−25.1%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSOXXiShares Semiconductor ETFReadDesk0.33%0.28%−0.1%+46.3%+49.9%+41.3%+22.9%−39.5%$41.4B2ALBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.05%+0.2%−6.5%−2.1%newnew−25.1%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSOXXiShares Semiconductor ETFReadDesk0.33%0.28%−0.1%+46.3%+49.9%+41.3%+22.9%−39.5%$41.4B2ALBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.05%+0.2%−6.5%−2.1%newnew−25.1%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in LBO, SOXX5Y$10k startSOXX $28.1kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: LBO, SOXXToday0.0%most shared, LBO and SOXXLBOSOXXLBO—0.0%SOXX0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LBO vs SOXX5YALBOWHITEWOLF Publicly Listed Private Equity[…]vsSOXXBiShares Semiconductor$28,061MeasureLBOSOXXFee6.53%0.33%Cost on $10k a year$653$33Yield6.05%0.28%5 years, per year[…]+22.9%3 years, per year[…]+41.3%Worst drop · 1Y−25.1%−39.5%Volatility · 1Y24.2%
SOXX vs SMHYTDiSharesSOXXiSA+46.3%vsBVESMHVanEck+34.3%Jan 1Nov 10+46.3%+34.3%+46.3%Year to date+34.3%0.33% · $33Fee · on $10k a year0.35% · $35$41.4BAssets$63.5B2–0SOXX winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: LBO, SOXXToday0.0%most shared, LBO and SOXXLBOSOXXLBO—0.0%SOXX0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$5most kept, SOXXSOXX$28 − $33 = −$5LBO$605 − $653 = −$48KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee