SCHD vs SSS · Compare Desk

ASCHD

BSMH

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.6%SCHD and SMH

SCHD vs SMH

SCHD

SMH

Schwab U.S. Dividend Equity ETF · $120BVanEck Semiconductor ETF · $57.7B

+20.3%3 years · per year$17,414 · $32,662+48.4%

+10.4%5 years · per year$16,375 · $33,824+27.6%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.98%12-mo yield$298 · $25 on $10k0.25%

−6.9%Worst dropSmaller wins−33.1%

11.7%VolatilityLower wins42.8%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SMH

4.7%TXN6.1%

3.9%QCOM4.2%

Held in common8.6%

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%	$57.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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%	$57.7B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

SCHD vs SMH

SCHD

Schwab U.S. Dividend Equity

$16,375

SMH

VanEck Semiconductor

$33,824

MeasureSCHDSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.98%0.25%

5 years, per year+10.4%+27.6%

3 years, per year+20.3%+48.4%

Worst drop · 1Y−6.9%−33.1%

Volatility · 1Y11.7%42.8%

4–2measures won
SCHD first

8.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

$37.6BAssets$57.7B

2–0SOXX 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHD, SMH

Today

8.6%most shared, SCHD and SMH

SCHDSMH

SCHD—8.6%

SMH8.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

KeptFee

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