SMH vs CHIP

ASMH

BCHIP

Measures won2–0SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common17.5%SMH and CHIP

SMH

CHIP

VanEck Semiconductor ETF · $65.4BREX AI Chipmaking ETF · $1M

+54.7%3 years · per year$37,049 · […][…]

+31.2%5 years · per year$38,820 · […][…]

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

0.22%12-mo yield$22 · $0 on $10k0.00%

−24.6%Worst dropSmaller wins[…]

41.2%VolatilityLower wins[…]

2–0SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · CHIP

4.5%ASML5.2%

4.3%KLAC5.0%

4.1%AMAT4.9%

3.7%LRCX4.5%

Held in common17.5%

End-of-day Nov 4, 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	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BCHIP	REX AI Chipmaking ETFRead Desk	0.65%	0.00%	−3.4%	new	new	new	new	[…]	$1M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BCHIP	REX AI Chipmaking ETFRead Desk	0.65%	0.00%	−3.4%	new	new	new	new	[…]	$1M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs CHIP

SMH

VanEck Semiconductor

$38,820

CHIP

REX AI Chipmaking

[…]

MeasureSMHCHIP

Fee0.35%0.65%

Cost on $10k a year$35$65

Yield0.22%0.00%

5 years, per year+31.2%[…]

3 years, per year+54.7%[…]

Worst drop · 1Y−24.6%[…]

Volatility · 1Y41.2%[…]

2–0measures won
SMH first

17.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMH, CHIP, DRAM

Today

17.5%most shared, SMH and CHIP

SMHCHIPDRAM

SMH—17.5%3.3%

CHIP17.5%—0.0%

DRAM3.3%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

CHIP$0 − $65 = −$65

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee