UFOX vs SKYY

AUFOX

BSKYY

Measures won4–2UFOX 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−25.4%SKYY · worst fall in 1Y

Held in common12.4%UFOX and SKYY

UFOX

SKYY

Defiance Space and Connective Tech ETF · $733MFirst Trust Cloud Computing ETF · $3.0B

+36.2%3 years · per year$25,250 · $20,430+26.9%

+15.6%5 years · per year$20,602 · $13,332+5.9%

0.30%Expense ratio$30 · $60 on $10k · lower wins0.60%

0.49%12-mo yield$49 · $0 on $10k0.00%

−35.5%Worst dropSmaller wins−25.4%

34.9%VolatilityLower wins32.0%

4–2UFOX wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsUFOX · SKYY

2.4%ANET3.4%

2.4%ORCL3.0%

3.5%CSCO2.2%

1.6%NET2.3%

Held in common12.4%

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	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+2.9%	+15.9%	+10.1%	+26.9%	+5.9%	−25.4%	$3.0B
4	PWRD	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	BSKYY	First Trust Cloud Computing ETFRead Desk	0.60%	0.00%	+2.9%	+15.9%	+10.1%	+26.9%	+5.9%	−25.4%	$3.0B
4	PWRD	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 SKYY

UFOX

Defiance Space and Connective Tech

$20,603

SKYY

First Trust Cloud Computing

$13,332

MeasureUFOXSKYY

Fee0.30%0.60%

Cost on $10k a year$30$60

Yield0.49%0.00%

5 years, per year+15.6%+5.9%

3 years, per year+36.2%+26.9%

Worst drop · 1Y−35.5%−25.4%

Volatility · 1Y34.9%32.0%

4–2measures won
UFOX first

12.4%

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, SKYY, PWRD, SMH

Today

14.3%most shared, UFOX and SMH

UFOXSKYYPWRDSMH

UFOX—12.4%5.2%14.3%

SKYY12.4%—3.4%0.0%

PWRD5.2%3.4%—10.0%

SMH14.3%0.0%10.0%—

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

SKYY$0 − $60 = −$60

PWRD$6 − $75 = −$69

KeptFee

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