ROBO vs SMH

AROBO

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ITA $21,232

Lowest cost0.35%SMH · $35 on $10k

Most income0.56%ITA · $56 on $10k

Smallest drop−20.0%ITA · worst fall in 1Y

Held in common5.8%ROBO and SMH

ROBO

SMH

ROBO Global Robotics and Automation Index ETF · $1.8BVanEck Semiconductor ETF · $60.7B

+16.1%3 years · per year$15,638 · $33,815+50.1%

+1.2%5 years · per year$10,616 · $36,298+29.4%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.40%12-mo yield$40 · $23 on $10k0.23%

−23.8%Worst dropSmaller wins−33.1%

28.9%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · SMH

1.6%CDNS2.4%

1.4%QCOM4.4%

1.2%NVDA20.7%

1.1%TER0.9%

Held in common5.8%

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 Three

5Y3 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	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.56%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$11.7B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.40%	+4.5%	+5.6%	+7.7%	+16.1%	+1.2%	−23.8%	$1.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 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	ITA	iShares U.S. Aerospace & Defense ETFRead Desk	0.37%	0.56%	+3.9%	+0.4%	+3.9%	+24.9%	+16.3%	−20.0%	$11.7B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.40%	+4.5%	+5.6%	+7.7%	+16.1%	+1.2%	−23.8%	$1.8B

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

ROBO vs SMH

ROBO

ROBO Global Robotics and Automation Index

$10,616

SMH

VanEck Semiconductor

$36,298

MeasureROBOSMH

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.40%0.23%

5 years, per year+1.2%+29.4%

3 years, per year+16.1%+50.1%

Worst drop · 1Y−23.8%−33.1%

Volatility · 1Y28.9%43.1%

3–3measures won
level

5.8%

holdings shared

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

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

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: ROBO, SMH, ITA

Today

5.8%most shared, ROBO and SMH

ROBOSMHITA

ROBO—5.8%0.0%

SMH5.8%—0.0%

ITA0.0%0.0%—

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

Income After Fees on $10,000

$19most kept, ITA

ITA$56 − $37 = $19

SMH$23 − $35 = −$12

ROBO$40 − $95 = −$55

KeptFee

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