SMH vs AIVC

ASMH

BAIVC

Measures won4–2SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · AIVC $18,403

Lowest cost0.35%SMH · $35 on $10k

Most income0.21%SMH · $21 on $10k

Smallest drop−23.3%AIVC · worst fall in 1Y

Held in common18.7%SMH and AIVC

SMH

AIVC

VanEck Semiconductor ETF · $65.8BAmplify Bloomberg AI Value Chain ETF · $118M

+56.1%3 years · per year$38,001 · $30,589+45.2%

+31.7%5 years · per year$39,579 · $18,403+13.0%

0.35%Expense ratio$35 · $59 on $10k · lower wins0.59%

0.21%12-mo yield$21 · $12 on $10k0.12%

−24.6%Worst dropSmaller wins−23.3%

41.1%VolatilityLower wins37.8%

4–2SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · AIVC

5.7%AVGO2.4%

3.9%QCOM2.4%

20.5%NVDA2.3%

2.3%CDNS2.5%

Held in common18.7%

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	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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	ASMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BAIVC	Amplify Bloomberg AI Value Chain ETFRead Desk		0.59%	0.12%	+1.9%	+47.1%	+38.5%	+45.2%	+13.0%	−23.3%	$118M

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

SMH vs AIVC

SMH

VanEck Semiconductor

$39,579

AIVC

Amplify Bloomberg AI Value Chain

$18,403

MeasureSMHAIVC

Fee0.35%0.59%

Cost on $10k a year$35$59

Yield0.21%0.12%

5 years, per year+31.7%+13.0%

3 years, per year+56.1%+45.2%

Worst drop · 1Y−24.6%−23.3%

Volatility · 1Y41.1%37.8%

4–2measures won
SMH first

18.7%

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: SMH, AIVC

Today

18.7%most shared, SMH and AIVC

SMHAIVC

SMH—18.7%

AIVC18.7%—

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

Income After Fees on $10,000

−$14most kept, SMH

SMH$21 − $35 = −$14

AIVC$12 − $59 = −$47

KeptFee

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