SMH vs FDL

ASMH

BFDL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDL $19,815

Lowest cost0.06%SCHD · $6 on $10k

Most income3.61%FDL · $361 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SMH and FDL

SMH

FDL

VanEck Semiconductor ETF · $60.7BFirst Trust Morningstar Dividend Leaders Index Fund · $8.4B

+50.1%3 years · per year$33,815 · $18,502+22.8%

+29.4%5 years · per year$36,298 · $19,815+14.7%

0.35%Expense ratio$35 · $43 on $10k · lower wins0.43%

0.23%12-mo yield$23 · $361 on $10k3.61%

−33.1%Worst dropSmaller wins−7.2%

43.1%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · FDL

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

Held in common0.0%

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 Three

5Y3 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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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 FDL

SMH

VanEck Semiconductor

$36,298

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

MeasureSMHFDL

Fee0.35%0.43%

Cost on $10k a year$35$43

Yield0.23%3.61%

5 years, per year+29.4%+14.7%

3 years, per year+50.1%+22.8%

Worst drop · 1Y−33.1%−7.2%

Volatility · 1Y43.1%12.7%

3–3measures won
level

0.0%

holdings shared

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

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

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, FDL, SCHD

Today

35.5%most shared, FDL and SCHD

SMHFDLSCHD

SMH—0.0%8.2%

FDL0.0%—35.5%

SCHD8.2%35.5%—

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

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

KeptFee

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