PBOT vs SMH

APBOT

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common26.9%PBOT and SMH

PBOT

SMH

Pictet AI & Automation ETF · $14MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

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

0.09%12-mo yield$9 · $25 on $10k0.25%

−24.9%Worst dropSmaller wins−33.1%

29.9%VolatilityLower wins42.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPBOT · SMH

6.8%AVGO5.8%

4.5%NVDA20.5%

3.8%KLAC4.2%

3.5%TSM9.7%

Held in common26.9%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.09%	−9.3%	+8.0%	+6.2%	new	new	−24.9%	$14M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.09%	−9.3%	+8.0%	+6.2%	new	new	−24.9%	$14M

End-of-day Nov 5, 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

$33,824

MeasurePBOTSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.09%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−24.9%−33.1%

Volatility · 1Y29.9%42.8%

2–2measures won
level

26.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: PBOT, SMH, VOO

Today

26.9%most shared, PBOT and SMH

PBOTSMHVOO

PBOT—26.9%19.7%

SMH26.9%—18.8%

VOO19.7%18.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SMH$25 − $35 = −$10

PBOT$9 − $70 = −$61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee