VT vs SMH

AVT

BSMH

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VT $15,649

Lowest cost0.03%VEA · $3 on $10k

Most income2.51%VEA · $251 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common10.3%VT and SMH

SMH

Vanguard Total World Stock ETF · $81.8BVanEck Semiconductor ETF · $57.7B

+20.7%3 years · per year$17,563 · $33,022+48.9%

+9.4%5 years · per year$15,649 · $34,950+28.4%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

1.59%12-mo yield$159 · $24 on $10k0.24%

−9.7%Worst dropSmaller wins−33.1%

14.7%VolatilityLower wins42.9%

4–2VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · SMH

4.5%NVDA21.0%

1.4%AVGO5.9%

1.0%MU4.1%

0.8%AMD5.0%

Held in common10.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs SMH

Vanguard Total World Stock

$15,649

SMH

VanEck Semiconductor

$34,950

MeasureVTSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%0.24%

5 years, per year+9.4%+28.4%

3 years, per year+20.7%+48.9%

Worst drop · 1Y−9.7%−33.1%

Volatility · 1Y14.7%42.9%

4–2measures won
VT first

10.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

Overlap: VT, SMH, IEMG, VEA

Today

23.3%most shared, VT and VEA

VTSMHIEMGVEA

VT—10.3%8.5%23.3%

SMH10.3%—0.0%0.0%

IEMG8.5%0.0%—9.5%

VEA23.3%0.0%9.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

IEMG$249 − $9 = $240

VT$159 − $6 = $153

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee