WDIV vs SMH

AWDIV

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · WDIV $15,515

Lowest cost0.35%SMH · $35 on $10k

Most income4.25%WDIV · $425 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common0.0%WDIV and SMH

WDIV

SMH

State Street SPDR S&P Global Dividend ETF · $286MVanEck Semiconductor ETF · $57.7B

+20.6%3 years · per year$17,551 · $33,022+48.9%

+9.2%5 years · per year$15,515 · $34,950+28.4%

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

4.25%12-mo yield$425 · $24 on $10k0.24%

−8.6%Worst dropSmaller wins−33.1%

10.7%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · SMH

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

Held in common0.0%

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	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$286M
3	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B

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

WDIV vs SMH

WDIV

SPDR S&P Global Dividend

$15,515

SMH

VanEck Semiconductor

$34,950

MeasureWDIVSMH

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield4.25%0.24%

5 years, per year+9.2%+28.4%

3 years, per year+20.6%+48.9%

Worst drop · 1Y−8.6%−33.1%

Volatility · 1Y10.7%42.9%

3–3measures won
level

0.0%

holdings shared

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

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

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

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: WDIV, SMH, IGV

Today

4.9%most shared, SMH and IGV

WDIVSMHIGV

WDIV—0.0%0.0%

SMH0.0%—4.9%

IGV0.0%4.9%—

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

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

SMH$24 − $35 = −$11

IGV$2 − $38 = −$36

KeptFee

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