SHOC vs SMH

ASHOC

BSMH

Measures won0–5SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%SMH · $35 on $10k

Most income0.81%PAVE · $81 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common66.8%SHOC and SMH

SHOC

SMH

Strive U.S. Semiconductor ETF · $185MVanEck Semiconductor ETF · $60.7B

+41.2%3 years · per year$28,151 · $33,815+50.1%

[…]5 years · per year[…] · $36,298+29.4%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

0.15%12-mo yield$15 · $23 on $10k0.23%

−35.3%Worst dropSmaller wins−33.1%

44.9%VolatilityLower wins43.1%

0–5SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHOC · SMH

7.1%TXN5.9%

12.3%AVGO5.7%

7.0%AMD5.4%

4.9%ADI4.9%

Held in common66.8%

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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

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	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	ASHOC	Strive U.S. Semiconductor ETFRead Desk	0.40%	0.15%	+5.7%	+28.6%	+31.0%	+41.2%	new	−35.3%	$185M

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

SHOC vs SMH

SHOC

Strive U.S. Semiconductor

[…]

SMH

VanEck Semiconductor

$36,298

MeasureSHOCSMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield0.15%0.23%

5 years, per year[…]+29.4%

3 years, per year+41.2%+50.1%

Worst drop · 1Y−35.3%−33.1%

Volatility · 1Y44.9%43.1%

5–0measures won
SMH first

66.8%

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: SHOC, SMH, PAVE

Today

66.8%most shared, SHOC and SMH

SHOCSMHPAVE

SHOC—66.8%0.0%

SMH66.8%—0.0%

PAVE0.0%0.0%—

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

SHOC$15 − $40 = −$25

KeptFee

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