NLR vs SMRF

ANLR

BSMRF

Measures won2–0NLR wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · NLR $18,995

Lowest cost0.35%SMH · $35 on $10k

Most income3.35%NLR · $335 on $10k

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

Held in common56.8%NLR and SMRF

NLR

SMRF

VanEck Uranium and Nuclear ETF · $2.9BALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $14M

+12.2%3 years · per year$14,143 · […][…]

+13.7%5 years · per year$18,995 · […][…]

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

3.35%12-mo yield$335 · $182 on $10k1.82%

−48.5%Worst dropSmaller wins[…]

44.2%VolatilityLower wins[…]

2–0NLR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNLR · SMRF

6.9%1816.HK6.0%

5.9%NXE5.3%

5.1%KAP.IL5.0%

6.3%BWXT4.7%

Held in common56.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ANLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.35%	+6.8%	−23.9%	−28.5%	+12.2%	+13.7%	−48.5%	$2.9B
3	BSMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk	0.65%	1.82%	+9.4%	new	new	new	new	[…]	$14M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ANLR	VanEck Uranium and Nuclear ETFRead Desk	0.52%	3.35%	+6.8%	−23.9%	−28.5%	+12.2%	+13.7%	−48.5%	$2.9B
3	BSMRF	ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFRead Desk	0.65%	1.82%	+9.4%	new	new	new	new	[…]	$14M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$18,995

SMRF

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology

[…]

MeasureNLRSMRF

Fee0.52%0.65%

Cost on $10k a year$52$65

Yield3.35%1.82%

5 years, per year+13.7%[…]

3 years, per year+12.2%[…]

Worst drop · 1Y−48.5%[…]

Volatility · 1Y44.2%[…]

2–0measures won
NLR first

56.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: NLR, SMRF, SMH, DRAM

Today

56.8%most shared, NLR and SMRF

NLRSMRFSMHDRAM

NLR—56.8%0.0%0.0%

SMRF56.8%—3.7%5.1%

SMH0.0%3.7%—3.1%

DRAM0.0%5.1%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$283most kept, NLR

NLR$335 − $52 = $283

SMRF$182 − $65 = $117

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee