SHLD vs SOXX

ASHLD

BSOXX

Measures won3–2SHLD wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income0.67%SHLD · $67 on $10k

Smallest drop−25.4%SHLD · worst fall in 1Y

Held in common0.0%SHLD and SOXX

SHLD

SOXX

Global X - Defense Tech ETF · $6.6BiShares Semiconductor ETF · $44.3B

+37.0%3 years · per year$25,691 · $31,937+47.3%

[…]5 years · per year[…] · $31,133+25.5%

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.67%12-mo yield$67 · $27 on $10k0.27%

−25.4%Worst dropSmaller wins−30.7%

25.1%VolatilityLower wins47.7%

3–2SHLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHLD · SOXX

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.67%	−0.3%	−1.9%	−6.6%	+37.0%	new	−25.4%	$6.6B

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

SHLD vs SOXX

SHLD

Global X - Defense Tech

[…]

SOXX

iShares Semiconductor

$31,133

MeasureSHLDSOXX

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.67%0.27%

5 years, per year[…]+25.5%

3 years, per year+37.0%+47.3%

Worst drop · 1Y−25.4%−30.7%

Volatility · 1Y25.1%47.7%

3–2measures won
SHLD first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: SHLD, SOXX

Today

0.0%most shared, SHLD and SOXX

SHLDSOXX

SHLD—0.0%

SOXX0.0%—

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

Income After Fees on $10,000

$17most kept, SHLD

SHLD$67 − $50 = $17

SOXX$27 − $33 = −$6

KeptFee

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