SMH vs PWRD

ASMH

BPWRD

Measures won3–2SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · CIBR $17,242

Lowest cost0.35%SMH · $35 on $10k

Most income0.43%CIBR · $43 on $10k

Smallest drop−20.6%CIBR · worst fall in 1Y

Held in common10.2%SMH and PWRD

SMH

PWRD

VanEck Semiconductor ETF · $60.7BTCW Transform Systems ETF · $1.3B

+48.9%3 years · per year$33,022 · $18,148+22.0%

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

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

0.24%12-mo yield$24 · $7 on $10k0.07%

−33.1%Worst dropSmaller wins−27.0%

42.9%VolatilityLower wins29.9%

3–2SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · PWRD

9.8%TSM3.0%

5.9%AVGO2.8%

4.1%KLAC2.7%

4.0%AMAT1.7%

Held in common10.2%

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%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.07%	+1.9%	−4.8%	−9.5%	+22.0%	new	−27.0%	$1.3B

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%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.07%	+1.9%	−4.8%	−9.5%	+22.0%	new	−27.0%	$1.3B

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 PWRD

SMH

VanEck Semiconductor

$34,950

PWRD

TCW Transform Systems

[…]

MeasureSMHPWRD

Fee0.35%0.75%

Cost on $10k a year$35$75

Yield0.24%0.07%

5 years, per year+28.4%[…]

3 years, per year+48.9%+22.0%

Worst drop · 1Y−33.1%−27.0%

Volatility · 1Y42.9%29.9%

3–2measures won
SMH first

10.2%

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

$39.1BAssets$60.7B

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, PWRD, CIBR

Today

10.2%most shared, SMH and PWRD

SMHPWRDCIBR

SMH—10.2%5.9%

PWRD10.2%—4.6%

CIBR5.9%4.6%—

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

CIBR$43 − $58 = −$15

PWRD$7 − $75 = −$68

KeptFee

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