SETM vs SMH

ASETM

BSMH

Measures won1–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.82%SETM · $182 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common0.0%SETM and SMH

SETM

SMH

Sprott Critical Materials ETF · $421MVanEck Semiconductor ETF · $65.4B

+18.0%3 years · per year$16,418 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.82%12-mo yield$182 · $22 on $10k0.22%

−39.6%Worst dropSmaller wins−24.6%

46.4%VolatilityLower wins41.2%

1–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSETM · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASETM	Sprott Critical Materials ETFRead Desk		0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASETM	Sprott Critical Materials ETFRead Desk		0.65%	1.82%	+3.8%	−14.0%	−0.9%	+18.0%	new	−39.6%	$421M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SETM vs SMH

SETM

Sprott Critical Materials

[…]

SMH

VanEck Semiconductor

$38,820

MeasureSETMSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.82%0.22%

5 years, per year[…]+31.2%

3 years, per year+18.0%+54.7%

Worst drop · 1Y−39.6%−24.6%

Volatility · 1Y46.4%41.2%

4–1measures won
SMH first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SETM, SMH

Today

0.0%most shared, SETM and SMH

SETMSMH

SETM—0.0%

SMH0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, SETM

SETM$182 − $65 = $117

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee