SMH vs BAI

ASMH

BBAI

Measures won3–1SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common31.1%SMH and BAI

SMH

BAI

VanEck Semiconductor ETF · $57.7BiShares A.I. Innovation and Tech Active ETF · $10.1B

+48.9%3 years · per year$33,022 · […][…]

+28.4%5 years · per year$34,950 · […][…]

0.35%Expense ratio$35 · $65 on $10k · lower wins0.65%

0.24%12-mo yield$24 · $175 on $10k1.75%

−33.1%Worst dropSmaller wins−40.0%

42.9%VolatilityLower wins47.9%

3–1SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · BAI

21.0%NVDA6.0%

9.8%TSM5.2%

5.0%AMD5.1%

5.9%AVGO4.7%

Held in common31.1%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs BAI

SMH

VanEck Semiconductor

$34,950

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureSMHBAI

Fee0.35%0.65%

Cost on $10k a year$35$65

Yield0.24%1.75%

5 years, per year+28.4%[…]

3 years, per year+48.9%[…]

Worst drop · 1Y−33.1%−40.0%

Volatility · 1Y42.9%47.9%

3–1measures won
SMH first

31.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SMH, BAI

Today

31.1%most shared, SMH and BAI

SMHBAI

SMH—31.1%

BAI31.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee