SMH vs IWF

ASMH

BIWF

Measures won2–4IWF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.39%IWF · $39 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common29.2%SMH and IWF

SMH

IWF

VanEck Semiconductor ETF · $57.7BiShares Russell 1000 Growth ETF · $113B

+48.4%3 years · per year$32,662 · $17,073+19.5%

+27.6%5 years · per year$33,824 · $15,330+8.9%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

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

−33.1%Worst dropSmaller wins−14.6%

42.8%VolatilityLower wins19.3%

2–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · IWF

20.5%NVDA14.6%

5.8%AVGO4.7%

4.4%MU2.8%

5.4%AMD2.5%

Held in common29.2%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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 IWF

SMH

VanEck Semiconductor

$33,824

IWF

iShares Russell 1000 Growth

$15,330

MeasureSMHIWF

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield0.25%0.39%

5 years, per year+27.6%+8.9%

3 years, per year+48.4%+19.5%

Worst drop · 1Y−33.1%−14.6%

Volatility · 1Y42.8%19.3%

4–2measures won
IWF first

29.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

Overlap: SMH, IWF

Today

29.2%most shared, SMH and IWF

SMHIWF

SMH—29.2%

IWF29.2%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SMH$25 − $35 = −$10

KeptFee

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