SMH vs WISE

ASMH

BWISE

Measures won1–2WISE wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income5.33%WISE · $533 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common14.4%SMH and WISE

SMH

WISE

VanEck Semiconductor ETF · $65.4BThemes Generative Artificial Intelligence ETF · $22M

+54.7%3 years · per year$37,049 · […][…]

+31.2%5 years · per year$38,820 · […][…]

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

0.22%12-mo yield$22 · $533 on $10k5.33%

−24.6%Worst dropSmaller wins−33.3%

41.2%VolatilityLower wins35.2%

1–2WISE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMH · WISE

20.6%NVDA5.6%

5.2%AMD5.1%

5.8%AVGO3.7%

Held in common14.4%

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

All Three

5Y3 funds

#
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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	BWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
3	BWISE	Themes Generative Artificial Intelligence ETFRead Desk	0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

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 WISE

SMH

VanEck Semiconductor

$38,820

WISE

Themes Generative Artificial Intelligence

[…]

MeasureSMHWISE

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.22%5.33%

5 years, per year+31.2%[…]

3 years, per year+54.7%[…]

Worst drop · 1Y−24.6%−33.3%

Volatility · 1Y41.2%35.2%

2–1measures won
WISE first

14.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SMH, WISE, SOXX

Today

69.8%most shared, SMH and SOXX

SMHWISESOXX

SMH—14.4%69.8%

WISE14.4%—15.3%

SOXX69.8%15.3%—

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

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

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