SOXQ vs APIE

ASOXQ

BAPIE

Measures won2–3APIE wins · of 6 · 5Y

$10,000 · 5Y$28,316SOXQ

Lowest cost0.19%SOXQ · $19 on $10k

Most income3.50%APIE · $350 on $10k

Smallest drop−12.4%APIE · worst fall in 1Y

Held in common5.9%SOXQ and APIE

SOXQ

APIE

Invesco PHLX Semiconductor ETF · $2.7BActivePassive International Equity ETF · $1.1B

+42.6%3 years · per year$29,017 · $16,827+18.9%

+23.1%5 years · per year$28,316 · […][…]

0.19%Expense ratio$19 · $45 on $10k · lower wins0.45%

0.40%12-mo yield$40 · $350 on $10k3.50%

−38.2%Worst dropSmaller wins−12.4%

48.1%VolatilityLower wins16.8%

2–3APIE wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXQ · APIE

4.4%TSM10.3%

4.1%ASML1.4%

1.4%ARM0.1%

Held in common5.9%

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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.7B
2	BAPIE	ActivePassive International Equity ETFRead Desk		0.45%	3.50%	+1.0%	+6.2%	+8.8%	+18.9%	new	−12.4%	$1.1B

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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.40%	+3.9%	+32.7%	+30.9%	+42.6%	+23.1%	−38.2%	$2.7B
2	BAPIE	ActivePassive International Equity ETFRead Desk		0.45%	3.50%	+1.0%	+6.2%	+8.8%	+18.9%	new	−12.4%	$1.1B

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

SOXQ vs APIE

SOXQ

Invesco PHLX Semiconductor

$28,316

APIE

ActivePassive International Equity

[…]

MeasureSOXQAPIE

Fee0.19%0.45%

Cost on $10k a year$19$45

Yield0.40%3.50%

5 years, per year+23.1%[…]

3 years, per year+42.6%+18.9%

Worst drop · 1Y−38.2%−12.4%

Volatility · 1Y48.1%16.8%

3–2measures won
APIE first

5.9%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXQ, APIE

Today

5.9%most shared, SOXQ and APIE

SOXQAPIE

SOXQ—5.9%

APIE5.9%—

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

Income After Fees on $10,000

$305most kept, APIE

APIE$350 − $45 = $305

SOXQ$40 − $19 = $21

KeptFee

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