SOXQ vs SMH

ASOXQ

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXQ $32,395

Lowest cost0.19%SOXQ · $19 on $10k

Most income0.35%SOXQ · $35 on $10k

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

Held in common73.6%SOXQ and SMH

SOXQ

SMH

Invesco PHLX Semiconductor ETF · $2.7BVanEck Semiconductor ETF · $65.8B

+49.5%3 years · per year$33,447 · $38,001+56.1%

+26.5%5 years · per year$32,395 · $39,579+31.7%

0.19%Expense ratio$19 · $35 on $10k · lower wins0.35%

0.35%12-mo yield$35 · $21 on $10k0.21%

−29.3%Worst dropSmaller wins−24.6%

46.3%VolatilityLower wins41.1%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXQ · SMH

12.3%NVDA20.5%

9.7%AVGO5.7%

5.2%TXN5.9%

5.1%ADI5.0%

Held in common73.6%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.35%	+2.6%	+50.0%	+47.2%	+49.5%	+26.5%	−29.3%	$2.7B

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

SOXQ vs SMH

SOXQ

Invesco PHLX Semiconductor

$32,395

SMH

VanEck Semiconductor

$39,579

MeasureSOXQSMH

Fee0.19%0.35%

Cost on $10k a year$19$35

Yield0.35%0.21%

5 years, per year+26.5%+31.7%

3 years, per year+49.5%+56.1%

Worst drop · 1Y−29.3%−24.6%

Volatility · 1Y46.3%41.1%

4–2measures won
SMH first

73.6%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SOXQ, SMH

Today

73.6%most shared, SOXQ and SMH

SOXQSMH

SOXQ—73.6%

SMH73.6%—

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

Income After Fees on $10,000

$16most kept, SOXQ

SOXQ$35 − $19 = $16

SMH$21 − $35 = −$14

KeptFee

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