XPND vs SMH

AXPND

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XPND $15,756

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

Smallest drop−19.3%XPND · worst fall in 1Y

Held in common31.0%XPND and SMH

XPND

SMH

First Trust Expanded Technology ETF · $36MVanEck Semiconductor ETF · $65.4B

+19.5%3 years · per year$17,046 · $32,662+48.4%

+9.5%5 years · per year$15,756 · $33,824+27.6%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.10%12-mo yield$10 · $25 on $10k0.25%

−19.3%Worst dropSmaller wins−33.1%

24.2%VolatilityLower wins42.8%

2–4SMH wins

$10,000 · 5 yearsOne scale

Shared top holdingsXPND · SMH

4.5%TXN6.1%

4.4%NVDA20.5%

4.2%AVGO5.8%

3.9%AMAT4.0%

Held in common31.0%

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

Both

5Y2 funds

#			Trend
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	AXPND	First Trust Expanded Technology ETFRead Desk		0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$36M

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

Both

5Y2 funds

#			Trend
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	AXPND	First Trust Expanded Technology ETFRead Desk		0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$36M

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

XPND vs SMH

XPND

First Trust Expanded Technology

$15,757

SMH

VanEck Semiconductor

$33,824

MeasureXPNDSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.10%0.25%

5 years, per year+9.5%+27.6%

3 years, per year+19.5%+48.4%

Worst drop · 1Y−19.3%−33.1%

Volatility · 1Y24.2%42.8%

4–2measures won
SMH first

31.0%

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: XPND, SMH

Today

31.0%most shared, XPND and SMH

XPNDSMH

XPND—31.0%

SMH31.0%—

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

XPND$10 − $65 = −$55

KeptFee

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