PPA vs SMH

APPA

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PPA $21,600

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%CIBR · $43 on $10k

Smallest drop−18.4%PPA · worst fall in 1Y

Held in common0.0%PPA and SMH

PPA

SMH

Invesco Aerospace & Defense ETF · $7.4BVanEck Semiconductor ETF · $60.7B

+24.0%3 years · per year$19,051 · $33,022+48.9%

+16.7%5 years · per year$21,600 · $34,950+28.4%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

0.43%12-mo yield$43 · $24 on $10k0.24%

−18.4%Worst dropSmaller wins−33.1%

22.2%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPPA · SMH

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

Held in common0.0%

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	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.43%	+1.5%	−1.8%	−0.1%	+24.0%	+16.7%	−18.4%	$7.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

PPA vs SMH

PPA

Invesco Aerospace & Defense

$21,600

SMH

VanEck Semiconductor

$34,950

MeasurePPASMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield0.43%0.24%

5 years, per year+16.7%+28.4%

3 years, per year+24.0%+48.9%

Worst drop · 1Y−18.4%−33.1%

Volatility · 1Y22.2%42.9%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PPA, SMH, CIBR, DRAM

Today

5.9%most shared, SMH and CIBR

PPASMHCIBRDRAM

PPA—0.0%2.2%0.0%

SMH0.0%—5.9%3.1%

CIBR2.2%5.9%—0.0%

DRAM0.0%3.1%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

PPA$43 − $58 = −$15

DRAM$0 − $65 = −$65

KeptFee

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