NRAM vs SMH

ANRAM

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $18,026

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common4.1%NRAM and SMH

NRAM

SMH

Yorkville America Next Generation Memory Index ETF · $1MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $23 on $10k0.23%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins43.1%

0–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNRAM · SMH

15.8%MU4.1%

Held in common4.1%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.41%	+4.4%	+33.4%	+28.0%	+28.8%	+12.5%	−20.6%	$15.8B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+7.8%	new	new	new	new	[…]	$1M

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.41%	+4.4%	+33.4%	+28.0%	+28.8%	+12.5%	−20.6%	$15.8B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+7.8%	new	new	new	new	[…]	$1M

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

NRAM vs SMH

NRAM

Yorkville America Next Generation Memory Index

[…]

SMH

VanEck Semiconductor

$36,298

MeasureNRAMSMH

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.00%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]43.1%

2–0measures won
SMH first

4.1%

holdings shared

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

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: NRAM, JEPI, SMH, CIBR

Today

6.6%most shared, JEPI and SMH

NRAMJEPISMHCIBR

NRAM—1.2%4.1%0.0%

JEPI1.2%—6.6%6.5%

SMH4.1%6.6%—5.9%

CIBR0.0%6.5%5.9%—

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

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

SMH$23 − $35 = −$12

CIBR$41 − $58 = −$17

NRAM$0 − $60 = −$60

KeptFee

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