UFOX vs PWRD

AUFOX

BPWRD

Measures won3–2UFOX wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · UFOX $19,073

Lowest cost0.30%UFOX · $30 on $10k

Most income0.54%UFOX · $54 on $10k

Smallest drop−27.0%PWRD · worst fall in 1Y

Held in common5.3%UFOX and PWRD

UFOX

PWRD

Defiance Space and Connective Tech ETF · $782MTCW Transform Systems ETF · $1.4B

+33.5%3 years · per year$23,814 · $17,961+21.6%

+13.8%5 years · per year$19,073 · […][…]

0.30%Expense ratio$30 · $75 on $10k · lower wins0.75%

0.54%12-mo yield$54 · $7 on $10k0.07%

−35.5%Worst dropSmaller wins−27.0%

34.4%VolatilityLower wins29.9%

3–2UFOX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUFOX · PWRD

5.0%AVGO3.0%

2.4%ANET4.5%

Held in common5.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$782M
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.07%	−5.8%	−6.6%	−9.9%	+21.6%	new	−27.0%	$1.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.54%	−8.2%	+7.6%	+5.8%	+33.5%	+13.8%	−35.5%	$782M
3	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.07%	−5.8%	−6.6%	−9.9%	+21.6%	new	−27.0%	$1.4B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

UFOX vs PWRD

UFOX

Defiance Space and Connective Tech

$19,073

PWRD

TCW Transform Systems

[…]

MeasureUFOXPWRD

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield0.54%0.07%

5 years, per year+13.8%[…]

3 years, per year+33.5%+21.6%

Worst drop · 1Y−35.5%−27.0%

Volatility · 1Y34.4%29.9%

3–2measures won
UFOX first

5.3%

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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: UFOX, PWRD, SMH, DRAM

Today

14.8%most shared, UFOX and SMH

UFOXPWRDSMHDRAM

UFOX—5.3%14.8%0.0%

PWRD5.3%—10.9%0.0%

SMH14.8%10.9%—3.2%

DRAM0.0%0.0%3.2%—

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

Income After Fees on $10,000

$24most kept, UFOX

UFOX$54 − $30 = $24

SMH$25 − $35 = −$10

DRAM$0 − $65 = −$65

PWRD$7 − $75 = −$68

KeptFee

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