NLR vs SMRF

ANLR

BSMRF

Measures won2–0NLR wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · NLR $17,939

Lowest cost0.35%SMH · $35 on $10k

Most income3.58%NLR · $358 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common56.3%NLR and SMRF

NLR

SMRF

VanEck Uranium and Nuclear ETF · $2.9BALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $13M

+10.4%3 years · per year$13,457 · […][…]

+12.4%5 years · per year$17,939 · […][…]

0.52%Expense ratio$52 · $65 on $10k · lower wins0.65%

3.58%12-mo yield$358 · $199 on $10k1.99%

−48.5%Worst dropSmaller wins[…]

43.9%VolatilityLower wins[…]

2–0NLR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNLR · SMRF

7.1%1816.HK6.2%

5.9%NXE5.3%

5.2%KAP.IL5.1%

6.4%BWXT4.7%

Held in common56.3%

End-of-day Nov 6, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ANLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.58%	+4.4%	−28.8%	−36.2%	+10.4%	+12.4%	−48.5%	$2.9B
3	BSMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk	0.65%	1.99%	+2.1%	new	new	new	new	[…]	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ANLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.58%	+4.4%	−28.8%	−36.2%	+10.4%	+12.4%	−48.5%	$2.9B
3	BSMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk	0.65%	1.99%	+2.1%	new	new	new	new	[…]	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NLR vs SMRF

NLR

VanEck Uranium and Nuclear

$17,939

SMRF

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology

[…]

MeasureNLRSMRF

Fee0.52%0.65%

Cost on $10k a year$52$65

Yield3.58%1.99%

5 years, per year+12.4%[…]

3 years, per year+10.4%[…]

Worst drop · 1Y−48.5%[…]

Volatility · 1Y43.9%[…]

2–0measures won
NLR first

56.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NLR, SMRF, SMH

Today

56.3%most shared, NLR and SMRF

NLRSMRFSMH

NLR—56.3%0.0%

SMRF56.3%—3.5%

SMH0.0%3.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$306most kept, NLR

NLR$358 − $52 = $306

SMRF$199 − $65 = $134

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee