SMH vs SPAM

ASMH

BSPAM

Measures won0–3SPAM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · WCBR $14,639

Lowest cost0.35%SPAM · $35 on $10k

Most income0.35%SPAM · $35 on $10k

Smallest drop−20.7%SPAM · worst fall in 1Y

Held in common0.0%SMH and SPAM

SMH

SPAM

VanEck Semiconductor ETF · $65.4BThemes Cybersecurity ETF · $7M

+48.4%3 years · per year$32,662 · […][…]

+27.6%5 years · per year$33,824 · […][…]

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

0.25%12-mo yield$25 · $35 on $10k0.35%

−33.1%Worst dropSmaller wins−20.7%

42.8%VolatilityLower wins33.3%

0–3SPAM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMH · SPAM

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

Held in common0.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
3	BSPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.35%	−6.4%	+38.7%	+26.6%	new	new	−20.7%	$7M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−7.0%	+50.7%	+37.3%	+29.2%	+7.9%	−29.1%	$213M
3	BSPAM	Themes Cybersecurity ETFRead Desk	0.35%	0.35%	−6.4%	+38.7%	+26.6%	new	new	−20.7%	$7M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

Cards for this view

SMH vs SPAM

SMH

VanEck Semiconductor

$33,824

SPAM

Themes Cybersecurity

[…]

MeasureSMHSPAM

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.25%0.35%

5 years, per year+27.6%[…]

3 years, per year+48.4%[…]

Worst drop · 1Y−33.1%−20.7%

Volatility · 1Y42.8%33.3%

3–0measures won
SPAM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPAM, WCBR, DRAM, SMH

Today

64.5%most shared, SPAM and WCBR

SPAMWCBRDRAMSMH

SPAM—64.5%0.0%0.0%

WCBR64.5%—0.0%0.0%

DRAM0.0%0.0%—3.2%

SMH0.0%0.0%3.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$0most kept, SPAM

SPAM$35 − $35 = $0

SMH$25 − $35 = −$10

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee