SMH vs IDEF

ASMH

BIDEF

Measures won1–3IDEF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.37%IDEF · $37 on $10k

Smallest drop−23.7%IDEF · worst fall in 1Y

Held in common0.9%SMH and IDEF

SMH

IDEF

VanEck Semiconductor ETF · $57.7BiShares Defense Industrials Act · $3.4B

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

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

0.35%Expense ratio$35 · $55 on $10k · lower wins0.55%

0.24%12-mo yield$24 · $37 on $10k0.37%

−33.1%Worst dropSmaller wins−23.7%

42.9%VolatilityLower wins24.0%

1–3IDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · IDEF

5.9%AVGO0.5%

5.0%AMD0.2%

2.9%INTC0.1%

3.1%MRVL0.1%

Held in common0.9%

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

All Three

5Y3 funds

#
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	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.37%	+1.0%	−8.0%	−9.4%	new	new	−23.7%	$3.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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 IDEF

SMH

VanEck Semiconductor

$34,950

IDEF

iShares Defense Industrials Act

[…]

MeasureSMHIDEF

Fee0.35%0.55%

Cost on $10k a year$35$55

Yield0.24%0.37%

5 years, per year+28.4%[…]

3 years, per year+48.9%[…]

Worst drop · 1Y−33.1%−23.7%

Volatility · 1Y42.9%24.0%

3–1measures won
IDEF first

0.9%

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, IDEF, DRAM

Today

3.1%most shared, SMH and DRAM

SMHIDEFDRAM

SMH—0.9%3.1%

IDEF0.9%—0.3%

DRAM3.1%0.3%—

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

IDEF$37 − $55 = −$18

DRAM$0 − $65 = −$65

KeptFee

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