SMH vs SCHD

ASMH

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · VYM $17,305

Lowest cost0.04%VYM · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.3%SMH and SCHD

SMH

SCHD

VanEck Semiconductor ETF · $65.8BSchwab U.S. Dividend Equity ETF · $121B

+56.1%3 years · per year$38,001 · $17,784+21.2%

+31.7%5 years · per year$39,579 · $16,352+10.3%

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

0.21%12-mo yield$21 · $297 on $10k2.97%

−24.6%Worst dropSmaller wins−6.9%

41.1%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · SCHD

5.9%TXN4.6%

3.9%QCOM3.7%

Held in common8.3%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$39,579

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSMHSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.21%2.97%

5 years, per year+31.7%+10.3%

3 years, per year+56.1%+21.2%

Worst drop · 1Y−24.6%−6.9%

Volatility · 1Y41.1%11.4%

4–2measures won
SCHD first

8.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SMH, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

SMHSCHDVYM

SMH—8.3%8.9%

SCHD8.3%—21.9%

VYM8.9%21.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee