SMH vs VUG

ASMH

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income0.43%VUG · $43 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common26.9%SMH and VUG

SMH

VUG

VanEck Semiconductor ETF · $57.7BVanguard Morningstar Growth ETF · $233B

+48.4%3 years · per year$32,662 · $18,532+22.8%

+27.6%5 years · per year$33,824 · $16,052+9.9%

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

0.25%12-mo yield$25 · $43 on $10k0.43%

−33.1%Worst dropSmaller wins−15.1%

42.8%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMH · VUG

20.5%NVDA13.5%

5.8%AVGO4.3%

5.4%AMD2.7%

2.8%INTC1.5%

Held in common26.9%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Cards for this view

SMH vs VUG

SMH

VanEck Semiconductor

$33,824

VUG

Vanguard Morningstar Growth

$16,052

MeasureSMHVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield0.25%0.43%

5 years, per year+27.6%+9.9%

3 years, per year+48.4%+22.8%

Worst drop · 1Y−33.1%−15.1%

Volatility · 1Y42.8%19.0%

4–2measures won
VUG first

26.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMH, VUG

Today

26.9%most shared, SMH and VUG

SMHVUG

SMH—26.9%

VUG26.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee