VGT vs SMH

AVGT

BSMH

Measures won4–2VGT wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · VGT $22,311

Lowest cost0.09%VGT · $9 on $10k

Most income0.41%VGT · $41 on $10k

Smallest drop−15.8%VGT · worst fall in 1Y

Held in common41.3%VGT and SMH

VGT

SMH

Vanguard Information Technology ETF · $155BVanEck Semiconductor ETF · $65.4B

+32.4%3 years · per year$23,217 · $37,049+54.7%

+17.4%5 years · per year$22,311 · $38,820+31.2%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

0.41%12-mo yield$41 · $22 on $10k0.22%

−15.8%Worst dropSmaller wins−24.6%

25.5%VolatilityLower wins41.2%

4–2VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVGT · SMH

17.6%NVDA20.6%

4.5%MU4.6%

4.1%AVGO5.8%

3.7%AMD5.2%

Held in common41.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMH	VanEck Semiconductor ETFRead Desk		0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VGT vs SMH

VGT

Vanguard Information Technology

$22,311

SMH

VanEck Semiconductor

$38,820

MeasureVGTSMH

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.41%0.22%

5 years, per year+17.4%+31.2%

3 years, per year+32.4%+54.7%

Worst drop · 1Y−15.8%−24.6%

Volatility · 1Y25.5%41.2%

4–2measures won
VGT first

41.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VGT, SMH

Today

41.3%most shared, VGT and SMH

VGTSMH

VGT—41.3%

SMH41.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$32most kept, VGT

VGT$41 − $9 = $32

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee