PICK vs SMH

APICK

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PICK $16,497

Lowest cost0.05%VXUS · $5 on $10k

Most income2.42%IEMG · $242 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%PICK and SMH

PICK

SMH

iShares MSCI Global Metals & Mining Producers ETF · $2.2BVanEck Semiconductor ETF · $60.7B

+16.9%3 years · per year$15,964 · $33,815+50.1%

+10.5%5 years · per year$16,497 · $36,298+29.4%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

2.34%12-mo yield$234 · $23 on $10k0.23%

−21.6%Worst dropSmaller wins−33.1%

32.2%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPICK · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APICK	iShares MSCI Global Metals & Mining Producers ETFRead Desk	0.39%	2.34%	+4.1%	+10.6%	+27.5%	+16.9%	+10.5%	−21.6%	$2.2B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B

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	APICK	iShares MSCI Global Metals & Mining Producers ETFRead Desk	0.39%	2.34%	+4.1%	+10.6%	+27.5%	+16.9%	+10.5%	−21.6%	$2.2B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$142.1B

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

PICK vs SMH

PICK

iShares MSCI Global Metals & Mining Producers

$16,497

SMH

VanEck Semiconductor

$36,298

MeasurePICKSMH

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.34%0.23%

5 years, per year+10.5%+29.4%

3 years, per year+16.9%+50.1%

Worst drop · 1Y−21.6%−33.1%

Volatility · 1Y32.2%43.1%

3–3measures won
level

0.0%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG 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

Overlap: PICK, SMH, IEMG, VXUS

Today

24.9%most shared, IEMG and VXUS

PICKSMHIEMGVXUS

PICK—0.0%2.9%2.3%

SMH0.0%—0.0%0.0%

IEMG2.9%0.0%—24.9%

VXUS2.3%0.0%24.9%—

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

Income After Fees on $10,000

$234most kept, VXUS

VXUS$239 − $5 = $234

IEMG$242 − $9 = $233

PICK$234 − $39 = $195

SMH$23 − $35 = −$12

KeptFee

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