TCAF vs SMH

ATCAF

BSMH

Measures won4–1TCAF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.31%TCAF · $31 on $10k

Most income0.44%TCAF · $44 on $10k

Smallest drop−10.8%TCAF · worst fall in 1Y

Held in common4.9%TCAF and SMH

TCAF

SMH

T. Rowe Capital Appreciation Equity ETF · $8.2BVanEck Semiconductor ETF · $65.4B

+22.2%3 years · per year$18,251 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

0.44%12-mo yield$44 · $22 on $10k0.22%

−10.8%Worst dropSmaller wins−24.6%

12.3%VolatilityLower wins41.2%

4–1TCAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCAF · SMH

2.2%TSM9.6%

1.5%AVGO5.8%

0.7%SNPS2.2%

0.3%CDNS2.2%

Held in common4.9%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ATCAF	T. Rowe Capital Appreciation Equity ETFRead Desk		0.31%	0.44%	+2.0%	+14.4%	+13.5%	+22.2%	new	−10.8%	$8.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TCAF vs SMH

TCAF

T. Rowe Capital Appreciation Equity

[…]

SMH

VanEck Semiconductor

$38,820

MeasureTCAFSMH

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield0.44%0.22%

5 years, per year[…]+31.2%

3 years, per year+22.2%+54.7%

Worst drop · 1Y−10.8%−24.6%

Volatility · 1Y12.3%41.2%

4–1measures won
TCAF first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TCAF, SMH

Today

4.9%most shared, TCAF and SMH

TCAFSMH

TCAF—4.9%

SMH4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$13most kept, TCAF

TCAF$44 − $31 = $13

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee