SMH vs GLD

ASMH

BGLD

Measures won4–2SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · GLD $22,340

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−28.3%GLD · worst fall in 1Y

Held in common[…]SMH and GLD

SMH

GLD

VanEck Semiconductor ETF · $65.4BSPDR Gold Shares · $131B

+48.4%3 years · per year$32,662 · $20,397+26.8%

+27.6%5 years · per year$33,824 · $22,340+17.4%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

0.25%12-mo yield$25 · $0 on $10k0.00%

−33.1%Worst dropSmaller wins−28.3%

42.8%VolatilityLower wins29.0%

4–2SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · GLD

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

Held in common[…]

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BGLD	SPDR Gold SharesRead Desk		0.40%	0.00%	+0.8%	−5.3%	+3.6%	+26.8%	+17.4%	−28.3%	$131.3B

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

Cards for this view

SMH vs GLD

SMH

VanEck Semiconductor

$33,824

GLD

SPDR Gold Shares

$22,340

MeasureSMHGLD

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield0.25%0.00%

5 years, per year+27.6%+17.4%

3 years, per year+48.4%+26.8%

Worst drop · 1Y−33.1%−28.3%

Volatility · 1Y42.8%29.0%

4–2measures won
SMH first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−5.3%

−5.8%Year to date−5.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMH, GLD

Today

[…]holdings […]

SMHGLD

SMH—[…]

GLD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee