THNQ vs SMH

ATHNQ

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · THNQ $18,345

Lowest cost0.35%SMH · $35 on $10k

Most income0.22%SMH · $22 on $10k

Smallest drop−18.3%THNQ · worst fall in 1Y

Held in common17.5%THNQ and SMH

THNQ

SMH

ROBO Global Artificial Intelligence ETF · $443MVanEck Semiconductor ETF · $65.4B

+37.5%3 years · per year$25,979 · $37,049+54.7%

+12.9%5 years · per year$18,345 · $38,820+31.2%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.16%12-mo yield$16 · $22 on $10k0.22%

−18.3%Worst dropSmaller wins−24.6%

32.2%VolatilityLower wins41.2%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTHNQ · SMH

2.6%ADI5.0%

2.2%AMD5.2%

2.1%AVGO5.8%

1.9%QCOM3.9%

Held in common17.5%

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

All Three

5Y3 funds

#
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	ATHNQ	ROBO Global Artificial Intelligence ETFRead Desk	0.75%	0.16%	−1.1%	+31.5%	+22.1%	+37.5%	+12.9%	−18.3%	$443M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ATHNQ	ROBO Global Artificial Intelligence ETFRead Desk	0.75%	0.16%	−1.1%	+31.5%	+22.1%	+37.5%	+12.9%	−18.3%	$443M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

THNQ vs SMH

THNQ

ROBO Global Artificial Intelligence

$18,345

SMH

VanEck Semiconductor

$38,820

MeasureTHNQSMH

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.16%0.22%

5 years, per year+12.9%+31.2%

3 years, per year+37.5%+54.7%

Worst drop · 1Y−18.3%−24.6%

Volatility · 1Y32.2%41.2%

3–2measures won
SMH first

17.5%

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: THNQ, SMH, DRAM

Today

17.5%most shared, THNQ and SMH

THNQSMHDRAM

THNQ—17.5%0.0%

SMH17.5%—3.3%

DRAM0.0%3.3%—

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

Income After Fees on $10,000

−$13most kept, SMH

SMH$22 − $35 = −$13

THNQ$16 − $75 = −$59

DRAM$0 − $65 = −$65

KeptFee

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