SPIT vs SMH

ASPIT

BSMH

Measures won3–1SPIT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income6.86%SPIT · $686 on $10k

Smallest drop−22.3%SPIT · worst fall in 1Y

Held in common2.5%SPIT and SMH

SPIT

SMH

F/m Emerald Special Situations ETF · $32MVanEck Semiconductor ETF · $57.7B

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

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

0.89%Expense ratio$89 · $35 on $10k · lower wins0.35%

6.86%12-mo yield$686 · $25 on $10k0.25%

−22.3%Worst dropSmaller wins−33.1%

26.0%VolatilityLower wins42.8%

3–1SPIT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPIT · SMH

2.5%NVDA20.5%

Held in common2.5%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ASPIT	F/m Emerald Special Situations ETFRead Desk	0.89%	6.86%	−5.6%	+4.7%	+5.7%	new	new	−22.3%	$32M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	ASPIT	F/m Emerald Special Situations ETFRead Desk	0.89%	6.86%	−5.6%	+4.7%	+5.7%	new	new	−22.3%	$32M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

SPIT vs SMH

SPIT

F/m Emerald Special Situations

[…]

SMH

VanEck Semiconductor

$33,824

MeasureSPITSMH

Fee0.89%0.35%

Cost on $10k a year$89$35

Yield6.86%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−22.3%−33.1%

Volatility · 1Y26.0%42.8%

3–1measures won
SPIT first

2.5%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPIT, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

SPITSMHDRAM

SPIT—2.5%0.0%

SMH2.5%—3.2%

DRAM0.0%3.2%—

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

Income After Fees on $10,000

$597most kept, SPIT

SPIT$686 − $89 = $597

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

KeptFee

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