SMH vs IVES

ASMH

BIVES

Measures won1–3IVES wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.39%IVES · $39 on $10k

Smallest drop−21.5%IVES · worst fall in 1Y

Held in common25.8%SMH and IVES

SMH

IVES

VanEck Semiconductor ETF · $57.7BDan Ives Wedbush AI Revolution ETF · $821M

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

0.35%Expense ratio$35 · $75 on $10k · lower wins0.75%

0.25%12-mo yield$25 · $39 on $10k0.39%

−33.1%Worst dropSmaller wins−21.5%

42.8%VolatilityLower wins30.8%

1–3IVES wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · IVES

5.8%AVGO4.7%

20.5%NVDA4.7%

9.7%TSM4.5%

4.1%SKHY4.0%

Held in common25.8%

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%	$57.7B
2	BIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

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%	$57.7B
2	BIVES	Dan Ives Wedbush AI Revolution ETFRead Desk		0.75%	0.39%	−8.3%	+5.3%	+0.1%	new	new	−21.5%	$821M

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 IVES

SMH

VanEck Semiconductor

$33,824

IVES

Dan Ives Wedbush AI Revolution

[…]

MeasureSMHIVES

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield0.25%0.39%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−21.5%

Volatility · 1Y42.8%30.8%

3–1measures won
IVES first

25.8%

holdings shared

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

$37.6BAssets$57.7B

2–0SOXX wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMH, IVES

Today

25.8%most shared, SMH and IVES

SMHIVES

SMH—25.8%

IVES25.8%—

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

IVES$39 − $75 = −$36

KeptFee

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