SMH vs CPU

ASMH

BCPU

Measures won2–0SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

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

Held in common12.8%SMH and CPU

SMH

CPU

VanEck Semiconductor ETF · $57.7BAmplify Top 10 Semiconductors ETF · $1M

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

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

0.35%Expense ratio$35 · $49 on $10k · lower wins0.49%

0.24%12-mo yield$24 · $0 on $10k0.00%

−33.1%Worst dropSmaller wins[…]

42.9%VolatilityLower wins[…]

2–0SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · CPU

5.0%AMD4.8%

4.1%MU4.6%

3.1%MRVL3.8%

0.8%ALAB4.1%

Held in common12.8%

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	BCPU	Amplify Top 10 Semiconductors ETFRead Desk		0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M

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	BCPU	Amplify Top 10 Semiconductors ETFRead Desk		0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M

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 CPU

SMH

VanEck Semiconductor

$34,950

CPU

Amplify Top 10 Semiconductors

[…]

MeasureSMHCPU

Fee0.35%0.49%

Cost on $10k a year$35$49

Yield0.24%0.00%

5 years, per year+28.4%[…]

3 years, per year+48.9%[…]

Worst drop · 1Y−33.1%[…]

Volatility · 1Y42.9%[…]

2–0measures won
SMH first

12.8%

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, CPU

Today

12.8%most shared, SMH and CPU

SMHCPU

SMH—12.8%

CPU12.8%—

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

Income After Fees on $10,000

−$11most kept, SMH

SMH$24 − $35 = −$11

CPU$0 − $49 = −$49

KeptFee

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