PWER vs SMH

APWER

BSMH

Measures won3–1PWER wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 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 · $60.7B

[…]3 years · per year[…] · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

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

1.13%12-mo yield$113 · $23 on $10k0.23%

−13.7%Worst dropSmaller wins−33.1%

22.3%VolatilityLower wins43.1%

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 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
4	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
4	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+2.7%	+24.4%	+33.2%	new	new	−13.7%	$12M

End-of-day Nov 9, 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

$36,298

MeasurePWERSMH

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield1.13%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−13.7%−33.1%

Volatility · 1Y22.3%43.1%

3–1measures won
PWER first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PWER, SMH, XLE, SOXX

Today

69.6%most shared, SMH and SOXX

PWERSMHXLESOXX

PWER—0.0%15.6%0.0%

SMH0.0%—0.0%69.6%

XLE15.6%0.0%—0.0%

SOXX0.0%69.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

PWER$113 − $79 = $34

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee