UFOX vs PWRD

AUFOX

BPWRD

Measures won3–2UFOX wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · UFOX $20,602

Lowest cost0.30%UFOX · $30 on $10k

Most income0.49%UFOX · $49 on $10k

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

Held in common5.2%UFOX and PWRD

UFOX

PWRD

Defiance Space and Connective Tech ETF · $733MTCW Transform Systems ETF · $1.3B

+36.2%3 years · per year$25,250 · $18,843+23.5%

+15.6%5 years · per year$20,602 · […][…]

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

0.49%12-mo yield$49 · $6 on $10k0.06%

−35.5%Worst dropSmaller wins−27.0%

34.9%VolatilityLower wins30.3%

3–2UFOX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUFOX · PWRD

4.7%AVGO2.8%

2.4%ANET4.5%

Held in common5.2%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.06%	+4.9%	−0.2%	−3.2%	+23.5%	new	−27.0%	$1.3B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.4B
4	BPWRD	TCW Transform Systems ETFRead Desk	0.75%	0.06%	+4.9%	−0.2%	−3.2%	+23.5%	new	−27.0%	$1.3B

End-of-day Nov 9, 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

$20,602

PWRD

TCW Transform Systems

[…]

MeasureUFOXPWRD

Fee0.30%0.75%

Cost on $10k a year$30$75

Yield0.49%0.06%

5 years, per year+15.6%[…]

3 years, per year+36.2%+23.5%

Worst drop · 1Y−35.5%−27.0%

Volatility · 1Y34.9%30.3%

3–2measures won
UFOX first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UFOX, PWRD, SMH, IGV

Today

14.3%most shared, UFOX and SMH

UFOXPWRDSMHIGV

UFOX—5.2%14.3%4.6%

PWRD5.2%—10.0%0.0%

SMH14.3%10.0%—4.8%

IGV4.6%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

PWRD$6 − $75 = −$69

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee