POWR vs SMIG

APOWR

BSMIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income6.64%POWR · $664 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.0%POWR and SMIG

POWR

SMIG

iShares U.S. Power Infrastructure ETF · $444MBahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B

+4.1%3 years · per year$11,269 · $15,260+15.1%

+9.9%5 years · per year$16,055 · $13,925+6.8%

0.39%Expense ratio$39 · $60 on $10k · lower wins0.60%

6.64%12-mo yield$664 · $170 on $10k1.70%

−14.5%Worst dropSmaller wins−8.5%

18.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPOWR · SMIG

3.3%HUBB3.3%

0.9%CMS1.6%

0.8%LNT3.0%

Held in common5.0%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.64%	−3.6%	+2.8%	+0.7%	+4.1%	+9.9%	−14.5%	$444M
4	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APOWR	iShares U.S. Power Infrastructure ETFRead Desk	0.39%	6.64%	−3.6%	+2.8%	+0.7%	+4.1%	+9.9%	−14.5%	$444M
4	BSMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	−2.7%	+11.6%	+13.8%	+15.1%	+6.8%	−8.5%	$1.5B

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

POWR vs SMIG

POWR

iShares U.S. Power Infrastructure

$16,055

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,925

MeasurePOWRSMIG

Fee0.39%0.60%

Cost on $10k a year$39$60

Yield6.64%1.70%

5 years, per year+9.9%+6.8%

3 years, per year+4.1%+15.1%

Worst drop · 1Y−14.5%−8.5%

Volatility · 1Y18.6%11.7%

3–3measures won
level

5.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: POWR, SMIG, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

POWRSMIGSCHDSMH

POWR—5.0%0.1%0.0%

SMIG5.0%—1.2%0.0%

SCHD0.1%1.2%—8.6%

SMH0.0%0.0%8.6%—

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

Income After Fees on $10,000

$625most kept, POWR

POWR$664 − $39 = $625

SCHD$298 − $6 = $292

SMIG$170 − $60 = $110

SMH$25 − $35 = −$10

KeptFee

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