PPA vs SMH

APPA

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PPA $21,409

Lowest cost0.35%SMH · $35 on $10k

Most income0.44%PPA · $44 on $10k

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

Held in common0.0%PPA and SMH

PPA

SMH

Invesco Aerospace & Defense ETF · $7.7BVanEck Semiconductor ETF · $65.4B

+23.6%3 years · per year$18,861 · $32,662+48.4%

+16.4%5 years · per year$21,409 · $33,824+27.6%

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

0.44%12-mo yield$44 · $25 on $10k0.25%

−18.4%Worst dropSmaller wins−33.1%

22.1%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsAll three, 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 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%	$65.4B
2	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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%	$65.4B
2	APPA	Invesco Aerospace & Defense ETFRead Desk	0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

PPA vs SMH

PPA

Invesco Aerospace & Defense

$21,409

SMH

VanEck Semiconductor

$33,824

MeasurePPASMH

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield0.44%0.25%

5 years, per year+16.4%+27.6%

3 years, per year+23.6%+48.4%

Worst drop · 1Y−18.4%−33.1%

Volatility · 1Y22.1%42.8%

3–3measures won
level

0.0%

holdings shared

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

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

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

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: PPA, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

PPASMHDRAM

PPA—0.0%0.0%

SMH0.0%—3.2%

DRAM0.0%3.2%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

PPA$44 − $58 = −$14

DRAM$0 − $65 = −$65

KeptFee

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