TMAT vs SMH

ATMAT

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SLV $21,655

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common10.1%TMAT and SMH

TMAT

SMH

Main Thematic Innovation ETF · $218MVanEck Semiconductor ETF · $60.7B

+25.2%3 years · per year$19,632 · $33,815+50.1%

+1.8%5 years · per year$10,938 · $36,298+29.4%

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.02%12-mo yield$2 · $23 on $10k0.23%

−23.4%Worst dropSmaller wins−33.1%

30.9%VolatilityLower wins43.1%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMAT · SMH

4.0%MU4.2%

2.2%AMD5.4%

1.1%TSM10.0%

1.0%ADI4.9%

Held in common10.1%

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	SLV	iShares Silver TrustRead Desk	0.50%	0.00%	+2.7%	−25.3%	+10.5%	+32.1%	+16.7%	−57.8%	$26.3B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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	SLV	iShares Silver TrustRead Desk	0.50%	0.00%	+2.7%	−25.3%	+10.5%	+32.1%	+16.7%	−57.8%	$26.3B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+5.8%	+4.5%	−2.2%	+25.2%	+1.8%	−23.4%	$218M

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

TMAT vs SMH

TMAT

Main Thematic Innovation

$10,938

SMH

VanEck Semiconductor

$36,298

MeasureTMATSMH

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.02%0.23%

5 years, per year+1.8%+29.4%

3 years, per year+25.2%+50.1%

Worst drop · 1Y−23.4%−33.1%

Volatility · 1Y30.9%43.1%

4–2measures won
SMH first

10.1%

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: SLV, TMAT, SMH

Today

10.1%most shared, TMAT and SMH

SLVTMATSMH

SLV—[…][…]

TMAT[…]—10.1%

SMH[…]10.1%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

SLV$0 − $50 = −$50

TMAT$2 − $79 = −$77

KeptFee

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