PBOT vs SMH

APBOT

BSMH

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · CIBR $17,956

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common26.7%PBOT and SMH

PBOT

SMH

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

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

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

0.08%12-mo yield$8 · $23 on $10k0.23%

−24.9%Worst dropSmaller wins−33.1%

30.3%VolatilityLower wins43.1%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPBOT · SMH

6.7%AVGO5.7%

4.6%NVDA20.7%

3.8%KLAC4.2%

3.6%TSM10.0%

Held in common26.7%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.08%	+4.9%	+15.6%	+15.2%	new	new	−24.9%	$14M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	APBOT	Pictet AI & Automation ETFRead Desk	0.70%	0.08%	+4.9%	+15.6%	+15.2%	new	new	−24.9%	$14M

End-of-day Nov 9, 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

$36,298

MeasurePBOTSMH

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.08%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−24.9%−33.1%

Volatility · 1Y30.3%43.1%

2–2measures won
level

26.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: PBOT, SMH, VOO, CIBR

Today

32.1%most shared, PBOT and CIBR

PBOTSMHVOOCIBR

PBOT—26.7%19.8%32.1%

SMH26.7%—18.8%5.7%

VOO19.8%18.8%—9.5%

CIBR32.1%5.7%9.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

PBOT$8 − $70 = −$62

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee