SMH vs QLTY

ASMH

BQLTY

Measures won1–3QLTY wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.63%QLTY · $63 on $10k

Smallest drop−11.7%QLTY · worst fall in 1Y

Held in common17.5%SMH and QLTY

SMH

QLTY

VanEck Semiconductor ETF · $65.8BGMO US Quality ETF · $5.4B

+54.7%3 years · per year$37,049 · […][…]

+31.2%5 years · per year$38,820 · […][…]

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

0.22%12-mo yield$22 · $63 on $10k0.63%

−24.6%Worst dropSmaller wins−11.7%

41.2%VolatilityLower wins12.6%

1–3QLTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · QLTY

6.0%TXN4.0%

3.7%LRCX3.3%

5.8%AVGO3.3%

20.6%NVDA3.1%

Held in common17.5%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.4B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	BQLTY	GMO US Quality ETFRead Desk		0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs QLTY

SMH

VanEck Semiconductor

$38,820

QLTY

GMO US Quality

[…]

MeasureSMHQLTY

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.22%0.63%

5 years, per year+31.2%[…]

3 years, per year+54.7%[…]

Worst drop · 1Y−24.6%−11.7%

Volatility · 1Y41.2%12.6%

3–1measures won
QLTY first

17.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SMH, QLTY

Today

17.5%most shared, SMH and QLTY

SMHQLTY

SMH—17.5%

QLTY17.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13most kept, QLTY

QLTY$63 − $50 = $13

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee