SMH vs QLTY

ASMH

BQLTY

Measures won1–3QLTY wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income0.65%QLTY · $65 on $10k

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

Held in common16.7%SMH and QLTY

SMH

QLTY

VanEck Semiconductor ETF · $57.7BGMO US Quality ETF · $5.6B

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

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

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

0.25%12-mo yield$25 · $65 on $10k0.65%

−33.1%Worst dropSmaller wins−11.7%

42.8%VolatilityLower wins13.1%

1–3QLTY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · QLTY

6.1%TXN3.9%

5.8%AVGO3.1%

3.6%LRCX3.1%

20.5%NVDA3.0%

Held in common16.7%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.6B

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 QLTY

SMH

VanEck Semiconductor

$33,824

QLTY

GMO US Quality

[…]

MeasureSMHQLTY

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.25%0.65%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−11.7%

Volatility · 1Y42.8%13.1%

3–1measures won
QLTY first

16.7%

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, QLTY, IWF

Today

37.6%most shared, QLTY and IWF

SMHQLTYIWF

SMH—16.7%29.2%

QLTY16.7%—37.6%

IWF29.2%37.6%—

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

QLTY$65 − $50 = $15

SMH$25 − $35 = −$10

KeptFee

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