SMH vs SOXX

ASMH

BSOXX

Measures won4–2SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · SOXX $31,133

Lowest cost0.33%SOXX · $33 on $10k

Most income0.27%SOXX · $27 on $10k

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

Held in common69.0%SMH and SOXX

SMH

SOXX

VanEck Semiconductor ETF · $65.8BiShares Semiconductor ETF · $44.3B

+56.1%3 years · per year$38,001 · $31,937+47.3%

+31.7%5 years · per year$39,579 · $31,133+25.5%

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

0.21%12-mo yield$21 · $27 on $10k0.27%

−24.6%Worst dropSmaller wins−30.7%

41.1%VolatilityLower wins47.7%

4–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMH · SOXX

20.5%NVDA8.0%

5.7%AVGO7.6%

5.1%AMD9.2%

5.9%TXN5.0%

Held in common69.0%

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

All Four

5Y4 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

All Four

5Y4 funds

#
1	ASMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+2.8%	new	new	new	new	[…]	$18.7B

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

SMH vs SOXX

SMH

VanEck Semiconductor

$39,579

SOXX

iShares Semiconductor

$31,133

MeasureSMHSOXX

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield0.21%0.27%

5 years, per year+31.7%+25.5%

3 years, per year+56.1%+47.3%

Worst drop · 1Y−24.6%−30.7%

Volatility · 1Y41.1%47.7%

4–2measures won
SMH first

69.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SOXX, SMH, DRAM, IGV

Today

69.0%most shared, SOXX and SMH

SOXXSMHDRAMIGV

SOXX—69.0%3.4%0.0%

SMH69.0%—3.4%4.6%

DRAM3.4%3.4%—0.0%

IGV0.0%4.6%0.0%—

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

Income After Fees on $10,000

−$6most kept, SOXX

SOXX$27 − $33 = −$6

SMH$21 − $35 = −$14

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

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