UFO vs PHO

AUFO

BPHO

Measures won1–5PHO wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · PHO $13,415

Lowest cost0.35%SMH · $35 on $10k

Most income0.49%PHO · $49 on $10k

Smallest drop−13.8%PHO · worst fall in 1Y

Held in common3.3%UFO and PHO

UFO

PHO

Procure Space ETF · $443MInvesco Water Resources ETF · $2.2B

+35.2%3 years · per year$24,691 · $15,057+14.6%

+6.0%5 years · per year$13,404 · $13,415+6.1%

0.75%Expense ratio$75 · $59 on $10k · lower wins0.59%

0.41%12-mo yield$41 · $49 on $10k0.49%

−45.1%Worst dropSmaller wins−13.8%

41.2%VolatilityLower wins16.4%

1–5PHO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUFO · PHO

5.0%TRMB3.3%

Held in common3.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BPHO	Invesco Water Resources ETFRead Desk	0.59%	0.49%	−2.8%	+7.4%	+5.8%	+14.6%	+6.1%	−13.8%	$2.2B
3	AUFO	Procure Space ETFRead Desk	0.75%	0.41%	−5.6%	−3.6%	+4.8%	+35.2%	+6.0%	−45.1%	$443M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	BPHO	Invesco Water Resources ETFRead Desk	0.59%	0.49%	−2.8%	+7.4%	+5.8%	+14.6%	+6.1%	−13.8%	$2.2B
3	AUFO	Procure Space ETFRead Desk	0.75%	0.41%	−5.6%	−3.6%	+4.8%	+35.2%	+6.0%	−45.1%	$443M

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

UFO vs PHO

UFO

Procure Space

$13,404

PHO

Invesco Water Resources

$13,415

MeasureUFOPHO

Fee0.75%0.59%

Cost on $10k a year$75$59

Yield0.41%0.49%

5 years, per year+6.0%+6.1%

3 years, per year+35.2%+14.6%

Worst drop · 1Y−45.1%−13.8%

Volatility · 1Y41.2%16.4%

5–1measures won
PHO first

3.3%

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: UFO, PHO, SMH

Today

3.3%most shared, UFO and PHO

UFOPHOSMH

UFO—3.3%0.7%

PHO3.3%—0.0%

SMH0.7%0.0%—

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

Income After Fees on $10,000

−$10most kept, PHO

PHO$49 − $59 = −$10

SMH$25 − $35 = −$10

UFO$41 − $75 = −$34

KeptFee

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