SMH vs SMHX

ASMH

BSMHX

Measures won3–0SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%SOXX · $28 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common46.0%SMH and SMHX

SMH

SMHX

VanEck Semiconductor ETF · $65.4BVanEck Fabless Semiconductor ETF · $234M

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

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

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

0.22%12-mo yield$22 · $2 on $10k0.02%

−24.6%Worst dropSmaller wins−26.0%

41.2%VolatilityLower wins42.5%

3–0SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · SMHX

20.6%NVDA20.1%

5.8%AVGO12.9%

5.2%AMD7.0%

3.9%QCOM5.1%

Held in common46.0%

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

All Three

5Y3 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	BSMHX	VanEck Fabless Semiconductor ETFRead Desk	0.35%	0.02%	−3.0%	+32.2%	+21.8%	new	new	−26.0%	$234M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	BSMHX	VanEck Fabless Semiconductor ETFRead Desk	0.35%	0.02%	−3.0%	+32.2%	+21.8%	new	new	−26.0%	$234M

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 SMHX

SMH

VanEck Semiconductor

$38,820

SMHX

VanEck Fabless Semiconductor

[…]

MeasureSMHSMHX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.22%0.02%

5 years, per year+31.2%[…]

3 years, per year+54.7%[…]

Worst drop · 1Y−24.6%−26.0%

Volatility · 1Y41.2%42.5%

3–0measures won
SMH first

46.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMH, SMHX, SOXX

Today

69.8%most shared, SMH and SOXX

SMHSMHXSOXX

SMH—46.0%69.8%

SMHX46.0%—38.5%

SOXX69.8%38.5%—

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

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

SMHX$2 − $35 = −$33

KeptFee

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