ROBO vs SOXX

AROBO

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income0.39%ROBO · $39 on $10k

Smallest drop−17.6%ROBO · worst fall in 1Y

Held in common5.1%ROBO and SOXX

ROBO

SOXX

ROBO Global Robotics and Automation Index ETF · $1.9BiShares Semiconductor ETF · $44.3B

+18.2%3 years · per year$16,531 · $31,937+47.3%

+2.3%5 years · per year$11,180 · $31,133+25.5%

0.95%Expense ratio$95 · $33 on $10k · lower wins0.33%

0.39%12-mo yield$39 · $27 on $10k0.27%

−17.6%Worst dropSmaller wins−30.7%

27.4%VolatilityLower wins47.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROBO · SOXX

1.5%MCHP2.5%

1.3%QCOM4.2%

1.2%TER2.5%

1.2%NVDA8.0%

Held in common5.1%

End-of-day Nov 3, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.39%	−0.5%	+7.4%	+7.4%	+18.2%	+2.3%	−17.6%	$1.9B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk	0.95%	0.39%	−0.5%	+7.4%	+7.4%	+18.2%	+2.3%	−17.6%	$1.9B

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

Cards for this view

ROBO vs SOXX

ROBO

ROBO Global Robotics and Automation Index

$11,180

SOXX

iShares Semiconductor

$31,133

MeasureROBOSOXX

Fee0.95%0.33%

Cost on $10k a year$95$33

Yield0.39%0.27%

5 years, per year+2.3%+25.5%

3 years, per year+18.2%+47.3%

Worst drop · 1Y−17.6%−30.7%

Volatility · 1Y27.4%47.7%

3–3measures won
level

5.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ROBO, SOXX, SMH

Today

69.0%most shared, SOXX and SMH

ROBOSOXXSMH

ROBO—5.1%5.9%

SOXX5.1%—69.0%

SMH5.9%69.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

ROBO$39 − $95 = −$56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee