WDAF vs SMH

AWDAF

BSMH

Measures won1–3SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−33.1%SMH · worst fall in 1Y

Held in common0.0%WDAF and SMH

WDAF

SMH

WisdomTree Asia Defense Fund · $9MVanEck Semiconductor ETF · $65.4B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

0.16%12-mo yield$16 · $25 on $10k0.25%

−36.9%Worst dropSmaller wins−33.1%

35.6%VolatilityLower wins42.8%

1–3SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDAF · 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%	$65.4B
2	AWDAF	WisdomTree Asia Defense FundRead Desk	0.45%	0.16%	−7.6%	−16.0%	−22.5%	new	new	−36.9%	$9M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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%	$65.4B
2	AWDAF	WisdomTree Asia Defense FundRead Desk	0.45%	0.16%	−7.6%	−16.0%	−22.5%	new	new	−36.9%	$9M
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$17.6B

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

WDAF vs SMH

WDAF

WisdomTree Asia Defense Fund

[…]

SMH

VanEck Semiconductor

$33,824

MeasureWDAFSMH

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.16%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y−36.9%−33.1%

Volatility · 1Y35.6%42.8%

2–1measures won
SMH 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

$42.6BAssets$65.4B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WDAF, SMH, DRAM

Today

3.2%most shared, SMH and DRAM

WDAFSMHDRAM

WDAF—0.0%0.0%

SMH0.0%—3.2%

DRAM0.0%3.2%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

WDAF$16 − $45 = −$29

DRAM$0 − $65 = −$65

KeptFee

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