NRAM vs SMH

ANRAM

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SOXX $26,892

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common4.1%NRAM and SMH

NRAM

SMH

Yorkville America Next Generation Memory Index ETF · $1MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

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

0.00%12-mo yield$0 · $24 on $10k0.24%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins42.9%

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 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+4.2%	new	new	new	new	[…]	$1M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	ANRAM	Yorkville America Next Generation Memory Index ETFRead Desk	0.60%	0.00%	+4.2%	new	new	new	new	[…]	$1M

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

NRAM vs SMH

NRAM

Yorkville America Next Generation Memory Index

[…]

SMH

VanEck Semiconductor

$34,950

MeasureNRAMSMH

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.00%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]42.9%

2–0measures won
SMH first

4.1%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: NRAM, SMH, VIG, SOXX

Today

69.6%most shared, SMH and SOXX

NRAMSMHVIGSOXX

NRAM—4.1%0.0%7.1%

SMH4.1%—10.3%69.6%

VIG0.0%10.3%—10.3%

SOXX7.1%69.6%10.3%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

NRAM$0 − $60 = −$60

KeptFee

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