SMH vs RECS

ASMH

BRECS

Measures won2–4RECS wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · RECS $18,097

Lowest cost0.15%RECS · $15 on $10k

Most income1.02%RECS · $102 on $10k

Smallest drop−8.8%RECS · worst fall in 1Y

Held in common13.7%SMH and RECS

SMH

RECS

VanEck Semiconductor ETF · $60.7BColumbia Research Enhanced Core ETF · $6.0B

+50.1%3 years · per year$33,815 · $18,237+22.2%

+29.4%5 years · per year$36,298 · $18,097+12.6%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

0.23%12-mo yield$23 · $102 on $10k1.02%

−33.1%Worst dropSmaller wins−8.8%

43.1%VolatilityLower wins12.6%

2–4RECS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · RECS

20.7%NVDA10.6%

4.2%MU1.7%

4.0%AMAT0.5%

3.5%LRCX0.5%

Held in common13.7%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BRECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
3	IALT	iShares Systematic Alternatives Active ETFRead Desk	0.99%	0.39%	+0.8%	+14.7%	new	new	new	[…]	$7.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs RECS

SMH

VanEck Semiconductor

$36,298

RECS

Columbia Research Enhanced Core

$18,097

MeasureSMHRECS

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield0.23%1.02%

5 years, per year+29.4%+12.6%

3 years, per year+50.1%+22.2%

Worst drop · 1Y−33.1%−8.8%

Volatility · 1Y43.1%12.6%

4–2measures won
RECS first

13.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SMH, RECS, IALT

Today

19.2%most shared, RECS and IALT

SMHRECSIALT

SMH—13.7%1.8%

RECS13.7%—19.2%

IALT1.8%19.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, RECS

RECS$102 − $15 = $87

SMH$23 − $35 = −$12

IALT$39 − $99 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee