QTUM vs SMH

AQTUM

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · QTUM $23,624

Lowest cost0.35%SMH · $35 on $10k

Most income1.18%QTUM · $118 on $10k

Smallest drop−29.0%QTUM · worst fall in 1Y

Held in common24.8%QTUM and SMH

QTUM

SMH

Defiance Quantum ETF · $4.9BVanEck Semiconductor ETF · $65.4B

+39.8%3 years · per year$27,331 · $32,662+48.4%

+18.8%5 years · per year$23,624 · $33,824+27.6%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

1.18%12-mo yield$118 · $25 on $10k0.25%

−29.0%Worst dropSmaller wins−33.1%

34.3%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQTUM · SMH

1.5%TXN6.1%

1.5%AMD5.4%

1.4%ADI5.0%

1.4%SNPS2.3%

Held in common24.8%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AQTUM	Defiance Quantum ETFRead Desk		0.40%	1.18%	−8.6%	+9.5%	+9.9%	+39.8%	+18.8%	−29.0%	$4.9B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AQTUM	Defiance Quantum ETFRead Desk		0.40%	1.18%	−8.6%	+9.5%	+9.9%	+39.8%	+18.8%	−29.0%	$4.9B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QTUM vs SMH

QTUM

Defiance Quantum

$23,624

SMH

VanEck Semiconductor

$33,824

MeasureQTUMSMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield1.18%0.25%

5 years, per year+18.8%+27.6%

3 years, per year+39.8%+48.4%

Worst drop · 1Y−29.0%−33.1%

Volatility · 1Y34.3%42.8%

3–3measures won
level

24.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QTUM, SMH

Today

24.8%most shared, QTUM and SMH

QTUMSMH

QTUM—24.8%

SMH24.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$78most kept, QTUM

QTUM$118 − $40 = $78

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee