PBOT vs SMH

APBOT

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

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

Held in common30.0%PBOT and SMH

PBOT

SMH

Pictet AI & Automation ETF · $15MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

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

0.08%12-mo yield$8 · $22 on $10k0.22%

−17.4%Worst dropSmaller wins−24.6%

28.4%VolatilityLower wins41.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBOT · SMH

5.3%TSM9.6%

4.8%AVGO5.8%

4.2%NVDA20.6%

3.7%AMAT4.1%

Held in common30.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.08%	−1.3%	+19.0%	+13.7%	new	new	−17.4%	$15M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.08%	−1.3%	+19.0%	+13.7%	new	new	−17.4%	$15M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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

$38,820

MeasurePBOTSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.08%0.22%

5 years, per year[…]+31.2%

3 years, per year[…]+54.7%

Worst drop · 1Y−17.4%−24.6%

Volatility · 1Y28.4%41.2%

2–2measures won
level

30.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PBOT, SMH, DRAM

Today

30.0%most shared, PBOT and SMH

PBOTSMHDRAM

PBOT—30.0%6.0%

SMH30.0%—3.3%

DRAM6.0%3.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

PBOT$8 − $70 = −$62

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee