SMH vs CRAM

ASMH

BCRAM

Measures won2–0SMH wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.71%SOXX · $71 on $10k

Smallest drop−20.6%CIBR · 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	+1.6%	new	new	new	new	[…]	$829K

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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	BCRAM	Defiance China Memory ETFRead Desk	0.67%	0.00%	+1.6%	new	new	new	new	[…]	$829K

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SMH, CRAM, SOXX, CIBR

Today

69.6%most shared, SMH and SOXX

SMHCRAMSOXXCIBR

SMH—[…]69.6%5.7%

CRAM[…]—[…][…]

SOXX69.6%[…]—7.0%

CIBR5.7%[…]7.0%—

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

Income After Fees on $10,000

$38most kept, SOXX

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

CRAM$0 − $67 = −$67

KeptFee

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