VT vs SMH

AVT

BSMH

Measures won4–2VT wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VT $15,576

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 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 · $65.4B

+21.0%3 years · per year$17,695 · $32,662+48.4%

+9.3%5 years · per year$15,576 · $33,824+27.6%

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

1.59%12-mo yield$159 · $25 on $10k0.25%

−9.7%Worst dropSmaller wins−33.1%

14.7%VolatilityLower wins42.8%

4–2VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · SMH

4.5%NVDA20.5%

1.4%AVGO5.8%

1.0%MU4.4%

0.8%AMD5.4%

Held in common10.3%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

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

VT vs SMH

Vanguard Total World Stock

$15,576

SMH

VanEck Semiconductor

$33,824

MeasureVTSMH

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield1.59%0.25%

5 years, per year+9.3%+27.6%

3 years, per year+21.0%+48.4%

Worst drop · 1Y−9.7%−33.1%

Volatility · 1Y14.7%42.8%

4–2measures won
VT first

10.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

Overlap: VT, SMH, VEA, VXUS

Today

23.3%most shared, VT and VEA

VTSMHVEAVXUS

VT—10.3%23.3%0.6%

SMH10.3%—0.0%0.0%

VEA23.3%0.0%—8.4%

VXUS0.6%0.0%8.4%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

VXUS$246 − $5 = $241

VT$159 − $6 = $153

SMH$25 − $35 = −$10

KeptFee

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