SOXX vs SMH

ASOXX

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · SOXX $30,376

Lowest cost0.33%SOXX · $33 on $10k

Most income0.28%SOXX · $28 on $10k

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

Held in common69.8%SOXX and SMH

SOXX

SMH

iShares Semiconductor ETF · $42.6BVanEck Semiconductor ETF · $65.4B

+46.4%3 years · per year$31,353 · $37,049+54.7%

+24.9%5 years · per year$30,376 · $38,820+31.2%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

0.28%12-mo yield$28 · $22 on $10k0.22%

−31.2%Worst dropSmaller wins−24.6%

47.8%VolatilityLower wins41.2%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · SMH

8.2%NVDA20.6%

7.8%AVGO5.8%

5.2%TXN6.0%

9.0%AMD5.2%

Held in common69.8%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXX vs SMH

SOXX

iShares Semiconductor

$30,376

SMH

VanEck Semiconductor

$38,820

MeasureSOXXSMH

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield0.28%0.22%

5 years, per year+24.9%+31.2%

3 years, per year+46.4%+54.7%

Worst drop · 1Y−31.2%−24.6%

Volatility · 1Y47.8%41.2%

4–2measures won
SMH first

69.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SOXX, SMH

Today

69.8%most shared, SOXX and SMH

SOXXSMH

SOXX—69.8%

SMH69.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$5most kept, SOXX

SOXX$28 − $33 = −$5

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee