SMH vs VO

ASMH

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.5%SMH and VO

SMH

VanEck Semiconductor ETF · $60.7BVanguard Morningstar Mid-Cap ETF · $103B

+48.9%3 years · per year$33,022 · $16,701+18.6%

+28.4%5 years · per year$34,950 · $13,590+6.3%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

0.24%12-mo yield$24 · $139 on $10k1.39%

−33.1%Worst dropSmaller wins−8.2%

42.9%VolatilityLower wins12.9%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · VO

1.4%MPWR0.6%

0.9%TER0.6%

0.8%ALAB0.5%

0.9%MCHP0.4%

Held in common2.5%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMH vs VO

SMH

VanEck Semiconductor

$34,950

Vanguard Morningstar Mid-Cap

$13,590

MeasureSMHVO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.24%1.39%

5 years, per year+28.4%+6.3%

3 years, per year+48.9%+18.6%

Worst drop · 1Y−33.1%−8.2%

Volatility · 1Y42.9%12.9%

4–2measures won
VO first

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SMH, VO

Today

2.5%most shared, SMH and VO

SMHVO

SMH—2.5%

VO2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee