SOXL vs SMH

ASOXL

BSMH

Measures won0–6SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SOXL $8,961

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common18.7%SOXL and SMH

SOXL

SMH

Direxion Daily Semiconductor Bull 3X ETF · $19.9BVanEck Semiconductor ETF · $65.4B

+40.8%3 years · per year$27,898 · $32,662+48.4%

−2.2%5 years · per year$8,961 · $33,824+27.6%

0.91%Expense ratio$91 · $35 on $10k · lower wins0.35%

0.23%12-mo yield$23 · $25 on $10k0.25%

−86.4%Worst dropSmaller wins−33.1%

150.7%VolatilityLower wins42.8%

0–6SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXL · SMH

1.9%AMD5.4%

1.6%NVDA20.5%

1.6%AVGO5.8%

1.5%MU4.4%

Held in common18.7%

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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$19.9B

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	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	ASOXL	Direxion Daily Semiconductor Bull 3X ETFRead Desk		0.91%	0.23%	−38.7%	−2.7%	−4.4%	+40.8%	−2.2%	−86.4%	$19.9B

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

SOXL vs SMH

SOXL

Direxion Daily Semiconductor Bull 3X

$8,961

SMH

VanEck Semiconductor

$33,824

MeasureSOXLSMH

Fee0.91%0.35%

Cost on $10k a year$91$35

Yield0.23%0.25%

5 years, per year−2.2%+27.6%

3 years, per year+40.8%+48.4%

Worst drop · 1Y−86.4%−33.1%

Volatility · 1Y150.7%42.8%

5–0measures won
SMH first

18.7%

holdings shared

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

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

$42.6BAssets$65.4B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SOXL, SMH

Today

18.7%most shared, SOXL and SMH

SOXLSMH

SOXL—18.7%

SMH18.7%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

SOXL$23 − $91 = −$68

KeptFee

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