PBOT vs SMH

APBOT

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · CIBR $17,242

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%CIBR · $43 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common26.2%PBOT and SMH

PBOT

SMH

Pictet AI & Automation ETF · $14MVanEck Semiconductor ETF · $60.7B

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

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

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

0.09%12-mo yield$9 · $24 on $10k0.24%

−24.9%Worst dropSmaller wins−33.1%

30.0%VolatilityLower wins42.9%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBOT · SMH

6.7%AVGO5.9%

4.5%NVDA21.0%

3.6%KLAC4.1%

3.5%TSM9.8%

Held in common26.2%

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%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.09%	+2.1%	+10.3%	+7.9%	new	new	−24.9%	$14M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.09%	+2.1%	+10.3%	+7.9%	new	new	−24.9%	$14M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.7B

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

PBOT vs SMH

PBOT

Pictet AI & Automation

[…]

SMH

VanEck Semiconductor

$34,950

MeasurePBOTSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.09%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y−24.9%−33.1%

Volatility · 1Y30.0%42.9%

2–2measures won
level

26.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PBOT, SMH, DRAM, CIBR

Today

32.0%most shared, PBOT and CIBR

PBOTSMHDRAMCIBR

PBOT—26.2%3.7%32.0%

SMH26.2%—3.1%5.9%

DRAM3.7%3.1%—0.0%

CIBR32.0%5.9%0.0%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

PBOT$9 − $70 = −$61

DRAM$0 − $65 = −$65

KeptFee

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