SMH vs VOO

ASMH

BVOO

Measures won2–4VOO wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common18.8%SMH and VOO

SMH

VOO

VanEck Semiconductor ETF · $65.8BVanguard S&P 500 ETF · $1.00T

+56.1%3 years · per year$38,001 · $19,094+24.1%

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

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

0.21%12-mo yield$21 · $107 on $10k1.07%

−24.6%Worst dropSmaller wins−8.9%

41.1%VolatilityLower wins12.7%

2–4VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMH · VOO

20.5%NVDA8.4%

5.7%AVGO2.5%

4.6%MU1.8%

5.1%AMD1.5%

Held in common18.8%

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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
4	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 VOO

SMH

VanEck Semiconductor

$39,579

VOO

Vanguard S&P 500

$17,749

MeasureSMHVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.21%1.07%

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
VOO first

18.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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

Overlap: SMH, VOO, SPY, IVV

Today

98.7%most shared, SPY and IVV

SMHVOOSPYIVV

SMH—18.8%17.2%16.4%

VOO18.8%—95.5%94.5%

SPY17.2%95.5%—98.7%

IVV16.4%94.5%98.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPY$101 − $9 = $92

SMH$21 − $35 = −$14

KeptFee

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