SMH vs SPYM

ASMH

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common17.2%SMH and SPYM

SMH

SPYM

VanEck Semiconductor ETF · $65.8BState Street SPDR Portfolio S&P 500 ETF · $185B

+56.1%3 years · per year$38,001 · $19,092+24.1%

+31.7%5 years · per year$39,579 · $17,749+12.2%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

0.21%12-mo yield$21 · $103 on $10k1.03%

−24.6%Worst dropSmaller wins−8.9%

41.1%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · SPYM

20.5%NVDA7.8%

5.7%AVGO2.5%

4.6%MU1.6%

5.1%AMD1.4%

Held in common17.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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 SPYM

SMH

VanEck Semiconductor

$39,579

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSMHSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield0.21%1.03%

5 years, per year+31.7%+12.2%

3 years, per year+56.1%+24.1%

Worst drop · 1Y−24.6%−8.9%

Volatility · 1Y41.1%12.7%

4–2measures won
SPYM first

17.2%

holdings shared

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

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

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

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, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SMHSPYMSPY

SMH—17.2%17.2%

SPYM17.2%—99.9%

SPY17.2%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

SMH$21 − $35 = −$14

KeptFee

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