TDIV vs SMH

ATDIV

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · TDIV $20,505

Lowest cost0.35%SMH · $35 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common26.8%TDIV and SMH

TDIV

SMH

First Trust NASDAQ Technology Dividend Index Fund · $4.4BVanEck Semiconductor ETF · $57.7B

+27.4%3 years · per year$20,674 · $32,662+48.4%

+15.4%5 years · per year$20,505 · $33,824+27.6%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $25 on $10k0.25%

−16.3%Worst dropSmaller wins−33.1%

21.5%VolatilityLower wins42.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDIV · SMH

9.6%TXN6.1%

7.0%AVGO5.8%

4.1%QCOM4.2%

3.8%TSM9.7%

Held in common26.8%

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B

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

TDIV vs SMH

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

SMH

VanEck Semiconductor

$33,824

MeasureTDIVSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield1.47%0.25%

5 years, per year+15.4%+27.6%

3 years, per year+27.4%+48.4%

Worst drop · 1Y−16.3%−33.1%

Volatility · 1Y21.5%42.8%

3–3measures won
level

26.8%

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: TDIV, SMH, CIBR

Today

26.8%most shared, TDIV and SMH

TDIVSMHCIBR

TDIV—26.8%15.3%

SMH26.8%—5.8%

CIBR15.3%5.8%—

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

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

KeptFee

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