SMH vs CRAM

ASMH

BCRAM

Measures won2–0SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%SMH · $35 on $10k

Most income0.81%PAVE · $81 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common[…]SMH and CRAM

SMH

CRAM

VanEck Semiconductor ETF · $60.7BDefiance China Memory ETF · $1M

+50.1%3 years · per year$33,815 · […][…]

+29.4%5 years · per year$36,298 · […][…]

0.35%Expense ratio$35 · $67 on $10k · lower wins0.67%

0.23%12-mo yield$23 · $0 on $10k0.00%

−33.1%Worst dropSmaller wins[…]

43.1%VolatilityLower wins[…]

2–0SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMH · CRAM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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 Four

5Y4 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	+1.6%	new	new	new	new	[…]	$829K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	+1.6%	new	new	new	new	[…]	$829K
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

SMH vs CRAM

SMH

VanEck Semiconductor

$36,298

CRAM

Defiance China Memory

[…]

MeasureSMHCRAM

Fee0.35%0.67%

Cost on $10k a year$35$67

Yield0.23%0.00%

5 years, per year+29.4%[…]

3 years, per year+50.1%[…]

Worst drop · 1Y−33.1%[…]

Volatility · 1Y43.1%[…]

2–0measures won
SMH first

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: SMH, CRAM, PAVE, DRAM

Today

3.1%most shared, SMH and DRAM

SMHCRAMPAVEDRAM

SMH—[…]0.0%3.1%

CRAM[…]—[…][…]

PAVE0.0%[…]—0.0%

DRAM3.1%[…]0.0%—

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

CRAM$0 − $67 = −$67

KeptFee

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