PWER vs SMH

APWER

BSMH

Measures won3–1PWER wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XLE $25,568

Lowest cost0.08%XLE · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−13.7%PWER · worst fall in 1Y

Held in common0.0%PWER and SMH

PWER

SMH

Nomura Energy Transition ETF · $12MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

1.16%12-mo yield$116 · $24 on $10k0.24%

−13.7%Worst dropSmaller wins−33.1%

22.1%VolatilityLower wins42.9%

3–1PWER wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPWER · 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%	$57.7B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
4	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.16%	+0.7%	+21.2%	+29.4%	new	new	−13.7%	$12M

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%	$57.7B
2	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
4	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.16%	+0.7%	+21.2%	+29.4%	new	new	−13.7%	$12M

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

PWER vs SMH

PWER

Nomura Energy Transition

[…]

SMH

VanEck Semiconductor

$34,950

MeasurePWERSMH

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield1.16%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y−13.7%−33.1%

Volatility · 1Y22.1%42.9%

3–1measures won
PWER first

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

Overlap: PWER, SMH, VGT, XLE

Today

41.0%most shared, SMH and VGT

PWERSMHVGTXLE

PWER—0.0%0.1%15.6%

SMH0.0%—41.0%0.0%

VGT0.1%41.0%—0.0%

XLE15.6%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PWER$116 − $79 = $37

VGT$44 − $9 = $35

SMH$24 − $35 = −$11

KeptFee

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