TMAT vs SOXX

ATMAT

BSOXX

Measures won2–4SOXX wins · of 6 · 5Y

$10,000 · 5Y$26,093SOXX · TMAT $10,230

Lowest cost0.33%SOXX · $33 on $10k

Most income0.78%SOXX · $78 on $10k

Smallest drop−23.4%TMAT · worst fall in 1Y

Held in common10.8%TMAT and SOXX

TMAT

SOXX

Main Thematic Innovation ETF · $233MiShares Semiconductor ETF · $37.6B

+23.3%3 years · per year$18,738 · $27,297+39.8%

+0.5%5 years · per year$10,230 · $26,093+21.1%

0.79%Expense ratio$79 · $33 on $10k · lower wins0.33%

0.02%12-mo yield$2 · $78 on $10k0.78%

−23.4%Worst dropSmaller wins−39.5%

30.3%VolatilityLower wins49.4%

2–4SOXX wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMAT · SOXX

4.3%MU7.5%

2.2%AMD9.4%

1.1%TER2.4%

1.1%ADI5.1%

Held in common10.8%

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
2	ATMAT	Main Thematic Innovation ETFRead Desk		0.79%	0.02%	−8.9%	−3.8%	−11.7%	+23.3%	+0.5%	−23.4%	$233M

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.78%	−12.1%	+31.6%	+34.0%	+39.8%	+21.1%	−39.5%	$37.6B
2	ATMAT	Main Thematic Innovation ETFRead Desk		0.79%	0.02%	−8.9%	−3.8%	−11.7%	+23.3%	+0.5%	−23.4%	$233M

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

TMAT vs SOXX

TMAT

Main Thematic Innovation

$10,230

SOXX

iShares Semiconductor

$26,093

MeasureTMATSOXX

Fee0.79%0.33%

Cost on $10k a year$79$33

Yield0.02%0.78%

5 years, per year+0.5%+21.1%

3 years, per year+23.3%+39.8%

Worst drop · 1Y−23.4%−39.5%

Volatility · 1Y30.3%49.4%

4–2measures won
SOXX first

10.8%

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: TMAT, SOXX

Today

10.8%most shared, TMAT and SOXX

TMATSOXX

TMAT—10.8%

SOXX10.8%—

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

Income After Fees on $10,000

$45most kept, SOXX

SOXX$78 − $33 = $45

TMAT$2 − $79 = −$77

KeptFee

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