VT vs SOXX

AVT

BSOXX

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common10.2%VT and SOXX

SOXX

Vanguard Total World Stock ETF · $81.8BiShares Semiconductor ETF · $37.6B

+20.7%3 years · per year$17,563 · $27,604+40.3%

+9.4%5 years · per year$15,649 · $26,892+21.9%

0.06%Expense ratio$6 · $33 on $10k · lower wins0.33%

1.59%12-mo yield$159 · $76 on $10k0.76%

−9.7%Worst dropSmaller wins−39.5%

14.7%VolatilityLower wins49.4%

4–2VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SOXX

4.5%NVDA8.5%

1.4%AVGO8.1%

1.0%MU7.1%

0.8%AMD8.9%

Held in common10.2%

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

All Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$37.6B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

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

VT vs SOXX

Vanguard Total World Stock

$15,649

SOXX

iShares Semiconductor

$26,892

MeasureVTSOXX

Fee0.06%0.33%

Cost on $10k a year$6$33

Yield1.59%0.76%

5 years, per year+9.4%+21.9%

3 years, per year+20.7%+40.3%

Worst drop · 1Y−9.7%−39.5%

Volatility · 1Y14.7%49.4%

4–2measures won
VT first

10.2%

holdings shared

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

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

$37.6BAssets$57.7B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SOXX, WCMI, VT

Today

10.2%most shared, SOXX and VT

SOXXWCMIVT

SOXX—0.0%10.2%

WCMI0.0%—3.5%

VT10.2%3.5%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

SOXX$76 − $33 = $43

WCMI$58 − $85 = −$27

KeptFee

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