PTF vs SMH

APTF

BSMH

Measures won0–6SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PTF $15,916

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common6.8%PTF and SMH

PTF

SMH

Invesco Dorsey Wright Technology Momentum ETF · $538MVanEck Semiconductor ETF · $57.7B

+29.4%3 years · per year$21,651 · $33,022+48.9%

+9.7%5 years · per year$15,916 · $34,950+28.4%

0.69%Expense ratio$69 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $24 on $10k0.24%

−38.6%Worst dropSmaller wins−33.1%

54.6%VolatilityLower wins42.9%

0–6SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsPTF · SMH

3.7%MU4.1%

3.1%AMD5.0%

Held in common6.8%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	APTF	Invesco Dorsey Wright Technology Momentum ETFRead Desk		0.69%	0.00%	+1.4%	+17.3%	+10.2%	+29.4%	+9.7%	−38.6%	$538M

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

PTF vs SMH

PTF

Invesco Dorsey Wright Technology Momentum

$15,916

SMH

VanEck Semiconductor

$34,950

MeasurePTFSMH

Fee0.69%0.35%

Cost on $10k a year$69$35

Yield0.00%0.24%

5 years, per year+9.7%+28.4%

3 years, per year+29.4%+48.9%

Worst drop · 1Y−38.6%−33.1%

Volatility · 1Y54.6%42.9%

6–0measures won
SMH first

6.8%

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

$37.6BAssets$57.7B

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: PTF, SMH

Today

6.8%most shared, PTF and SMH

PTFSMH

PTF—6.8%

SMH6.8%—

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

PTF$0 − $69 = −$69

KeptFee

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