QLTY vs SMH

AQLTY

BSMH

Measures won3–1QLTY wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common15.9%QLTY and SMH

QLTY

SMH

GMO US Quality ETF · $5.4BVanEck Semiconductor ETF · $60.7B

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

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

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.64%12-mo yield$64 · $23 on $10k0.23%

−11.7%Worst dropSmaller wins−33.1%

13.3%VolatilityLower wins43.1%

3–1QLTY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · SMH

3.6%TXN5.9%

3.0%AVGO5.7%

2.9%LRCX3.5%

2.9%NVDA20.7%

Held in common15.9%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
4	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

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

QLTY vs SMH

QLTY

GMO US Quality

[…]

SMH

VanEck Semiconductor

$36,298

MeasureQLTYSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.64%0.23%

5 years, per year[…]+29.4%

3 years, per year[…]+50.1%

Worst drop · 1Y−11.7%−33.1%

Volatility · 1Y13.3%43.1%

3–1measures won
QLTY first

15.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: QLTY, SMH, VUG, IJH

Today

39.9%most shared, QLTY and VUG

QLTYSMHVUGIJH

QLTY—15.9%39.9%0.4%

SMH15.9%—26.9%0.0%

VUG39.9%26.9%—0.0%

IJH0.4%0.0%0.0%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

VUG$41 − $3 = $38

QLTY$64 − $50 = $14

SMH$23 − $35 = −$12

KeptFee

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