SMH vs TCAF

ASMH

BTCAF

Measures won1–4TCAF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH

Lowest cost0.31%TCAF · $31 on $10k

Most income0.44%TCAF · $44 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common4.6%SMH and TCAF

SMH

TCAF

VanEck Semiconductor ETF · $60.7BT. Rowe Capital Appreciation Equity ETF · $7.9B

+50.1%3 years · per year$33,815 · $17,456+20.4%

+29.4%5 years · per year$36,298 · […][…]

0.35%Expense ratio$35 · $31 on $10k · lower wins0.31%

0.23%12-mo yield$23 · $44 on $10k0.44%

−33.1%Worst dropSmaller wins−10.8%

43.1%VolatilityLower wins13.2%

1–4TCAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · TCAF

10.0%TSM2.1%

5.7%AVGO1.4%

2.4%SNPS0.7%

2.4%CDNS0.3%

Held in common4.6%

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

Both

5Y2 funds

#			Trend
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	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

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

Both

5Y2 funds

#			Trend
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	BTCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.2%	+13.1%	+14.3%	+20.4%	new	−10.8%	$7.9B

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 TCAF

SMH

VanEck Semiconductor

$36,298

TCAF

T. Rowe Capital Appreciation Equity

[…]

MeasureSMHTCAF

Fee0.35%0.31%

Cost on $10k a year$35$31

Yield0.23%0.44%

5 years, per year+29.4%[…]

3 years, per year+50.1%+20.4%

Worst drop · 1Y−33.1%−10.8%

Volatility · 1Y43.1%13.2%

4–1measures won
TCAF first

4.6%

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, TCAF

Today

4.6%most shared, SMH and TCAF

SMHTCAF

SMH—4.6%

TCAF4.6%—

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

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

SMH$23 − $35 = −$12

KeptFee

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