SOXX vs FTCS

ASOXX

BFTCS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · FTCS $13,941

Lowest cost0.33%SOXX · $33 on $10k

Most income1.10%FTCS · $110 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common0.0%SOXX and FTCS

SOXX

FTCS

iShares Semiconductor ETF · $39.1BFirst Trust Capital Strength ETF · $7.9B

+42.6%3 years · per year$29,015 · $14,554+13.3%

+23.3%5 years · per year$28,442 · $13,941+6.9%

0.33%Expense ratio$33 · $53 on $10k · lower wins0.53%

0.71%12-mo yield$71 · $110 on $10k1.10%

−39.5%Worst dropSmaller wins−8.1%

49.8%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · FTCS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$39.1B
2	BFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.10%	+1.7%	+13.8%	+16.6%	+13.3%	+6.9%	−8.1%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXX vs FTCS

SOXX

iShares Semiconductor

$28,442

FTCS

First Trust Capital Strength

$13,942

MeasureSOXXFTCS

Fee0.33%0.53%

Cost on $10k a year$33$53

Yield0.71%1.10%

5 years, per year+23.3%+6.9%

3 years, per year+42.6%+13.3%

Worst drop · 1Y−39.5%−8.1%

Volatility · 1Y49.8%11.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SOXX, FTCS

Today

0.0%most shared, SOXX and FTCS

SOXXFTCS

SOXX—0.0%

FTCS0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$57most kept, FTCS

FTCS$110 − $53 = $57

SOXX$71 − $33 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee