SMH vs SCHD

ASMH

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.2%SMH and SCHD

SMH

SCHD

VanEck Semiconductor ETF · $60.7BSchwab U.S. Dividend Equity ETF · $122B

+50.1%3 years · per year$33,815 · $17,123+19.6%

+29.4%5 years · per year$36,298 · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.23%12-mo yield$23 · $296 on $10k2.96%

−33.1%Worst dropSmaller wins−6.9%

43.1%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · SCHD

5.9%TXN4.3%

4.4%QCOM3.9%

Held in common8.2%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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 SCHD

SMH

VanEck Semiconductor

$36,298

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSMHSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.23%2.96%

5 years, per year+29.4%+10.5%

3 years, per year+50.1%+19.6%

Worst drop · 1Y−33.1%−6.9%

Volatility · 1Y43.1%11.8%

4–2measures won
SCHD first

8.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

$37.5BAssets$60.7B

2–0SOXX 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, SCHD, DRAM

Today

8.2%most shared, SMH and SCHD

SMHSCHDDRAM

SMH—8.2%3.1%

SCHD8.2%—0.0%

DRAM3.1%0.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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