SPYM vs SMH

ASPYM

BSMH

Measures won4–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common14.5%SPYM and SMH

SPYM

SMH

State Street SPDR Portfolio S&P 500 ETF · $182BVanEck Semiconductor ETF · $57.7B

+21.8%3 years · per year$18,082 · $33,022+48.9%

+11.4%5 years · per year$17,192 · $34,950+28.4%

0.02%Expense ratio$2 · $35 on $10k · lower wins0.35%

1.05%12-mo yield$105 · $24 on $10k0.24%

−8.9%Worst dropSmaller wins−33.1%

13.6%VolatilityLower wins42.9%

4–2SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · SMH

6.9%NVDA21.0%

2.2%AVGO5.9%

1.2%MU4.1%

1.0%AMD5.0%

Held in common14.5%

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

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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

SPYM vs SMH

SPYM

SPDR Portfolio S&P 500

$17,192

SMH

VanEck Semiconductor

$34,950

MeasureSPYMSMH

Fee0.02%0.35%

Cost on $10k a year$2$35

Yield1.05%0.24%

5 years, per year+11.4%+28.4%

3 years, per year+21.8%+48.9%

Worst drop · 1Y−8.9%−33.1%

Volatility · 1Y13.6%42.9%

4–2measures won
SPYM first

14.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

Overlap: SPYM, SMH

Today

14.5%most shared, SPYM and SMH

SPYMSMH

SPYM—14.5%

SMH14.5%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SMH$24 − $35 = −$11

KeptFee

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