SOXQ vs SPY

ASOXQ

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$28,316SOXQ · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common14.3%SOXQ and SPY

SOXQ

SPY

Invesco PHLX Semiconductor ETF · $2.5BState Street SPDR S&P 500 ETF · $778B

+42.6%3 years · per year$29,017 · $18,039+21.7%

+23.1%5 years · per year$28,316 · $17,118+11.3%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

0.40%12-mo yield$40 · $103 on $10k1.03%

−38.2%Worst dropSmaller wins−8.9%

48.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXQ · SPY

12.6%NVDA6.9%

10.1%AVGO2.2%

7.0%MU1.2%

4.4%AMD1.0%

Held in common14.3%

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%	$2.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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%	$2.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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 SPY

SOXQ

Invesco PHLX Semiconductor

$28,316

SPY

SPDR S&P 500

$17,118

MeasureSOXQSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield0.40%1.03%

5 years, per year+23.1%+11.3%

3 years, per year+42.6%+21.7%

Worst drop · 1Y−38.2%−8.9%

Volatility · 1Y48.1%13.6%

4–2measures won
SPY first

14.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

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

Overlap: SOXQ, SPY

Today

14.3%most shared, SOXQ and SPY

SOXQSPY

SOXQ—14.3%

SPY14.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SOXQ$40 − $19 = $21

KeptFee

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