VIG vs SMH

AVIG

BSMH

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common10.3%VIG and SMH

VIG

SMH

Vanguard Dividend Appreciation ETF · $109BVanEck Semiconductor ETF · $60.7B

+18.8%3 years · per year$16,775 · $33,815+50.1%

+10.7%5 years · per year$16,638 · $36,298+29.4%

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $23 on $10k0.23%

−7.9%Worst dropSmaller wins−33.1%

11.0%VolatilityLower wins43.1%

4–2VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SMH

4.3%AVGO5.7%

1.8%LRCX3.5%

1.1%TXN5.9%

1.1%KLAC4.2%

Held in common10.3%

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

VIG vs SMH

VIG

Vanguard Dividend Appreciation

$16,638

SMH

VanEck Semiconductor

$36,298

MeasureVIGSMH

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.46%0.23%

5 years, per year+10.7%+29.4%

3 years, per year+18.8%+50.1%

Worst drop · 1Y−7.9%−33.1%

Volatility · 1Y11.0%43.1%

4–2measures won
VIG first

10.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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: VIG, SMH, DRAM, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSMHDRAMSCHD

VIG—10.3%0.0%14.5%

SMH10.3%—3.1%8.2%

DRAM0.0%3.1%—0.0%

SCHD14.5%8.2%0.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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