SMH vs TDIV

ASMH

BTDIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$38,820SMH · TDIV $21,993

Lowest cost0.35%SMH · $35 on $10k

Most income1.38%TDIV · $138 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common26.7%SMH and TDIV

SMH

TDIV

VanEck Semiconductor ETF · $65.4BFirst Trust NASDAQ Technology Dividend Index Fund · $4.3B

+54.7%3 years · per year$37,049 · $22,150+30.4%

+31.2%5 years · per year$38,820 · $21,993+17.1%

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

0.22%12-mo yield$22 · $138 on $10k1.38%

−24.6%Worst dropSmaller wins−16.3%

41.2%VolatilityLower wins20.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · TDIV

6.0%TXN9.7%

5.8%AVGO7.3%

9.6%TSM3.9%

3.9%QCOM3.9%

Held in common26.7%

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

Both

5Y2 funds

#			Trend
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	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BTDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.38%	+0.8%	+19.6%	+15.8%	+30.4%	+17.1%	−16.3%	$4.3B

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 TDIV

SMH

VanEck Semiconductor

$38,820

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,993

MeasureSMHTDIV

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield0.22%1.38%

5 years, per year+31.2%+17.1%

3 years, per year+54.7%+30.4%

Worst drop · 1Y−24.6%−16.3%

Volatility · 1Y41.2%20.8%

3–3measures won
level

26.7%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

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

Overlap: SMH, TDIV

Today

26.7%most shared, SMH and TDIV

SMHTDIV

SMH—26.7%

TDIV26.7%—

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

Income After Fees on $10,000

$88most kept, TDIV

TDIV$138 − $50 = $88

SMH$22 − $35 = −$13

KeptFee

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