SMH vs PDBC

ASMH

BPDBC

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · GLDM $22,478

Lowest cost0.10%GLDM · $10 on $10k

Most income2.71%PDBC · $271 on $10k

Smallest drop−16.6%PDBC · worst fall in 1Y

Held in common[…]SMH and PDBC

SMH

PDBC

VanEck Semiconductor ETF · $57.7BInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.5B

+48.4%3 years · per year$32,662 · $14,449+13.1%

+27.6%5 years · per year$33,824 · $16,613+10.7%

0.35%Expense ratio$35 · $74 on $10k · lower wins0.74%

0.25%12-mo yield$25 · $271 on $10k2.71%

−33.1%Worst dropSmaller wins−16.6%

42.8%VolatilityLower wins21.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · PDBC

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

All Three

5Y3 funds

#
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	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$30.5B
3	BPDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.71%	+0.6%	+41.4%	+43.2%	+13.1%	+10.7%	−16.6%	$7.5B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	GLDM	SPDR Gold MiniShares TrustRead Desk	0.10%	0.00%	+3.7%	−5.8%	+1.3%	+26.6%	+17.6%	−28.0%	$30.5B
3	BPDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFRead Desk	0.74%	2.71%	+0.6%	+41.4%	+43.2%	+13.1%	+10.7%	−16.6%	$7.5B

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 PDBC

SMH

VanEck Semiconductor

$33,824

PDBC

Invesco Optimum Yield Diversified Commodity Strategy No K-1

$16,614

MeasureSMHPDBC

Fee0.35%0.74%

Cost on $10k a year$35$74

Yield0.25%2.71%

5 years, per year+27.6%+10.7%

3 years, per year+48.4%+13.1%

Worst drop · 1Y−33.1%−16.6%

Volatility · 1Y42.8%21.2%

3–3measures won
level

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

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

$30.5BAssets$135B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMH, PDBC, GLDM

Today

[…]holdings […]

SMHPDBCGLDM

SMH—[…][…]

PDBC[…]—[…]

GLDM[…][…]—

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

Income After Fees on $10,000

$197most kept, PDBC

PDBC$271 − $74 = $197

GLDM$0 − $10 = −$10

SMH$25 − $35 = −$10

KeptFee

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