VYM vs SMH

AVYM

BSMH

Measures won4–2VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.0%VYM and SMH

VYM

SMH

Vanguard High Dividend Yield ETF · $78.9BVanEck Semiconductor ETF · $57.7B

+19.6%3 years · per year$17,107 · $33,022+48.9%

+11.1%5 years · per year$16,941 · $34,950+28.4%

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

2.31%12-mo yield$231 · $24 on $10k0.24%

−6.7%Worst dropSmaller wins−33.1%

10.6%VolatilityLower wins42.9%

4–2VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVYM · SMH

6.9%AVGO5.9%

1.1%TXN6.2%

0.8%QCOM4.3%

0.8%ADI5.0%

Held in common9.0%

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 Three

5Y3 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	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

VYM vs SMH

VYM

Vanguard High Dividend Yield

$16,941

SMH

VanEck Semiconductor

$34,950

MeasureVYMSMH

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield2.31%0.24%

5 years, per year+11.1%+28.4%

3 years, per year+19.6%+48.9%

Worst drop · 1Y−6.7%−33.1%

Volatility · 1Y10.6%42.9%

4–2measures won
VYM first

9.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VYM, SMH, DRAM

Today

9.0%most shared, VYM and SMH

VYMSMHDRAM

VYM—9.0%0.0%

SMH9.0%—3.1%

DRAM0.0%3.1%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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