XPND vs SMH

AXPND

BSMH

Measures won2–4SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · XPND $15,852

Lowest cost0.35%SMH · $35 on $10k

Most income0.24%SMH · $24 on $10k

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

Held in common29.4%XPND and SMH

XPND

SMH

First Trust Expanded Technology ETF · $37MVanEck Semiconductor ETF · $60.7B

+19.3%3 years · per year$16,989 · $33,022+48.9%

+9.7%5 years · per year$15,852 · $34,950+28.4%

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

0.10%12-mo yield$10 · $24 on $10k0.24%

−19.3%Worst dropSmaller wins−33.1%

24.2%VolatilityLower wins42.9%

2–4SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXPND · SMH

4.3%TXN6.2%

4.3%NVDA21.0%

4.1%AVGO5.9%

3.6%AMAT4.0%

Held in common29.4%

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%	$60.7B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	+1.3%	−4.1%	−6.9%	+19.3%	+9.7%	−19.3%	$37M
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%	$60.7B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	+1.3%	−4.1%	−6.9%	+19.3%	+9.7%	−19.3%	$37M
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

XPND vs SMH

XPND

First Trust Expanded Technology

$15,852

SMH

VanEck Semiconductor

$34,950

MeasureXPNDSMH

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.10%0.24%

5 years, per year+9.7%+28.4%

3 years, per year+19.3%+48.9%

Worst drop · 1Y−19.3%−33.1%

Volatility · 1Y24.2%42.9%

4–2measures won
SMH first

29.4%

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

$39.1BAssets$60.7B

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: XPND, SMH, DRAM

Today

29.4%most shared, XPND and SMH

XPNDSMHDRAM

XPND—29.4%0.0%

SMH29.4%—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

−$11most kept, SMH

SMH$24 − $35 = −$11

XPND$10 − $65 = −$55

DRAM$0 − $65 = −$65

KeptFee

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