PQUS vs SMH

APQUS

BSMH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$39,579SMH

Lowest cost0.22%PQUS · $22 on $10k

Most income0.21%SMH · $21 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common16.2%PQUS and SMH

PQUS

SMH

Pictet AI Enhanced US Equity ETF · $169MVanEck Semiconductor ETF · $65.8B

[…]3 years · per year[…] · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $21 on $10k0.21%

[…]Worst dropSmaller wins−24.6%

[…]VolatilityLower wins41.1%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQUS · SMH

6.9%NVDA20.5%

2.1%AVGO5.7%

1.4%AMD5.1%

1.3%MU4.6%

Held in common16.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	APQUS	Pictet AI Enhanced US Equity ETFRead Desk		0.22%	0.00%	+0.3%	new	new	new	new	[…]	$169M

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	APQUS	Pictet AI Enhanced US Equity ETFRead Desk		0.22%	0.00%	+0.3%	new	new	new	new	[…]	$169M

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

Cards for this view

PQUS vs SMH

PQUS

Pictet AI Enhanced US Equity

[…]

SMH

VanEck Semiconductor

$39,579

MeasurePQUSSMH

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield0.00%0.21%

5 years, per year[…]+31.7%

3 years, per year[…]+56.1%

Worst drop · 1Y[…]−24.6%

Volatility · 1Y[…]41.1%

1–1measures won
level

16.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PQUS, SMH

Today

16.2%most shared, PQUS and SMH

PQUSSMH

PQUS—16.2%

SMH16.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

PQUS$0 − $22 = −$22

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee