NRAM vs SMH

ANRAM

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.2%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

16.5%MU4.2%

Held in common4.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+7.8%	new	new	new	new	[…]	$1M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+7.8%	new	new	new	new	[…]	$1M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

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

4.2%

holdings shared

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

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

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

Overlap: NRAM, JEPQ, SMH, SCHD

Today

23.9%most shared, JEPQ and SMH

NRAMJEPQSMHSCHD

NRAM—5.1%4.2%0.0%

JEPQ5.1%—23.9%3.8%

SMH4.2%23.9%—8.2%

SCHD0.0%3.8%8.2%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

NRAM$0 − $60 = −$60

KeptFee

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