PBOT vs SMH

APBOT

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.21%SMH · $21 on $10k

Smallest drop−17.4%PBOT · worst fall in 1Y

Held in common29.7%PBOT and SMH

PBOT

SMH

Pictet AI & Automation ETF · $15MVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.08%12-mo yield$8 · $21 on $10k0.21%

−17.4%Worst dropSmaller wins−24.6%

28.4%VolatilityLower wins41.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsPBOT · SMH

5.2%TSM9.7%

4.7%AVGO5.7%

4.1%NVDA20.5%

3.7%AMAT4.1%

Held in common29.7%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	APBOT	Pictet AI & Automation ETFRead Desk		0.70%	0.08%	+1.5%	+20.6%	+15.9%	new	new	−17.4%	$15M

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	APBOT	Pictet AI & Automation ETFRead Desk		0.70%	0.08%	+1.5%	+20.6%	+15.9%	new	new	−17.4%	$15M

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

Cards for this view

PBOT vs SMH

PBOT

Pictet AI & Automation

[…]

SMH

VanEck Semiconductor

$39,579

MeasurePBOTSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.08%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y−17.4%−24.6%

Volatility · 1Y28.4%41.1%

2–2measures won
level

29.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PBOT, SMH

Today

29.7%most shared, PBOT and SMH

PBOTSMH

PBOT—29.7%

SMH29.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

PBOT$8 − $70 = −$62

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee