TMAT vs VYM

ATMAT

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.7%TMAT and VYM

TMAT

VYM

Main Thematic Innovation ETF · $218MVanguard High Dividend Yield ETF · $78.9B

+24.2%3 years · per year$19,140 · $17,107+19.6%

+0.9%5 years · per year$10,480 · $16,941+11.1%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

0.02%12-mo yield$2 · $231 on $10k2.31%

−23.4%Worst dropSmaller wins−6.7%

30.4%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMAT · VYM

1.0%ADI0.8%

0.4%GD0.4%

1.1%ROK0.2%

0.8%GRMN0.2%

Held in common1.7%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	ATMAT	Main Thematic Innovation ETFRead Desk	0.79%	0.02%	+2.6%	−1.3%	−10.0%	+24.2%	+0.9%	−23.4%	$218M

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

TMAT vs VYM

TMAT

Main Thematic Innovation

$10,480

VYM

Vanguard High Dividend Yield

$16,941

MeasureTMATVYM

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield0.02%2.31%

5 years, per year+0.9%+11.1%

3 years, per year+24.2%+19.6%

Worst drop · 1Y−23.4%−6.7%

Volatility · 1Y30.4%10.6%

5–1measures won
VYM first

1.7%

holdings shared

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

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TMAT, VYM, SMH

Today

9.8%most shared, TMAT and SMH

TMATVYMSMH

TMAT—1.7%9.8%

VYM1.7%—9.0%

SMH9.8%9.0%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

TMAT$2 − $79 = −$77

KeptFee

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