QLTY vs SOXX

AQLTY

BSOXX

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.76%SOXX · $76 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common13.8%QLTY and SOXX

QLTY

SOXX

GMO US Quality ETF · $5.4BiShares Semiconductor ETF · $39.1B

[…]3 years · per year[…] · $27,604+40.3%

[…]5 years · per year[…] · $26,892+21.9%

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.65%12-mo yield$65 · $76 on $10k0.76%

−11.7%Worst dropSmaller wins−39.5%

13.1%VolatilityLower wins49.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsQLTY · SOXX

3.6%TXN5.5%

2.9%AVGO8.1%

2.8%NVDA8.5%

2.7%LRCX3.2%

Held in common13.8%

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AQLTY	GMO US Quality ETFRead Desk		0.50%	0.65%	0.0%	+12.8%	+16.6%	new	new	−11.7%	$5.4B

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

QLTY vs SOXX

QLTY

GMO US Quality

[…]

SOXX

iShares Semiconductor

$26,892

MeasureQLTYSOXX

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.65%0.76%

5 years, per year[…]+21.9%

3 years, per year[…]+40.3%

Worst drop · 1Y−11.7%−39.5%

Volatility · 1Y13.1%49.4%

2–2measures won
level

13.8%

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

$39.1BAssets$60.7B

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: QLTY, SOXX

Today

13.8%most shared, QLTY and SOXX

QLTYSOXX

QLTY—13.8%

SOXX13.8%—

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

Income After Fees on $10,000

$43most kept, SOXX

SOXX$76 − $33 = $43

QLTY$65 − $50 = $15

KeptFee

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