VIS vs SMH

AVIS

BSMH

Measures won4–2VIS wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VIS $16,535

Lowest cost0.08%XLF · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−13.5%VIS · worst fall in 1Y

Held in common0.0%VIS and SMH

VIS

SMH

Vanguard Industrials ETF · $8.0BVanEck Semiconductor ETF · $57.7B

+19.8%3 years · per year$17,187 · $32,662+48.4%

+10.6%5 years · per year$16,535 · $33,824+27.6%

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

0.99%12-mo yield$99 · $25 on $10k0.25%

−13.5%Worst dropSmaller wins−33.1%

18.8%VolatilityLower wins42.8%

4–2VIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIS · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AVIS	Vanguard Industrials ETFRead Desk	0.09%	0.99%	−4.3%	+4.9%	+6.4%	+19.8%	+10.6%	−13.5%	$8.0B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

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

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AVIS	Vanguard Industrials ETFRead Desk	0.09%	0.99%	−4.3%	+4.9%	+6.4%	+19.8%	+10.6%	−13.5%	$8.0B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B

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

VIS vs SMH

VIS

Vanguard Industrials

$16,535

SMH

VanEck Semiconductor

$33,824

MeasureVISSMH

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.99%0.25%

5 years, per year+10.6%+27.6%

3 years, per year+19.8%+48.4%

Worst drop · 1Y−13.5%−33.1%

Volatility · 1Y18.8%42.8%

4–2measures won
VIS first

0.0%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIS, SMH, XLF

Today

0.0%most shared, VIS and SMH

VISSMHXLF

VIS—0.0%0.0%

SMH0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

VIS$99 − $9 = $90

SMH$25 − $35 = −$10

KeptFee

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