XSD vs SMH

AXSD

BSMH

Measures won0–5SMH wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XSD $18,068

Lowest cost0.35%XSD · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common27.7%XSD and SMH

XSD

SMH

State Street SPDR S&P Semiconductor ETF · $2.4BVanEck Semiconductor ETF · $57.7B

+32.6%3 years · per year$23,321 · $32,662+48.4%

+12.6%5 years · per year$18,068 · $33,824+27.6%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.20%12-mo yield$20 · $25 on $10k0.25%

−39.4%Worst dropSmaller wins−33.1%

49.2%VolatilityLower wins42.8%

0–5SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSD · SMH

3.4%TXN6.1%

3.1%ADI5.0%

2.8%QCOM4.2%

2.7%AMD5.4%

Held in common27.7%

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%	$57.7B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.20%	−11.2%	+22.4%	+19.8%	+32.6%	+12.6%	−39.4%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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%	$57.7B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.20%	−11.2%	+22.4%	+19.8%	+32.6%	+12.6%	−39.4%	$2.4B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−18.0%	new	new	new	new	[…]	$14.4B

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

XSD vs SMH

XSD

SPDR S&P Semiconductor

$18,068

SMH

VanEck Semiconductor

$33,824

MeasureXSDSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.20%0.25%

5 years, per year+12.6%+27.6%

3 years, per year+32.6%+48.4%

Worst drop · 1Y−39.4%−33.1%

Volatility · 1Y49.2%42.8%

4–0measures won
SMH first

27.7%

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XSD, SMH, DRAM

Today

27.7%most shared, XSD and SMH

XSDSMHDRAM

XSD—27.7%2.2%

SMH27.7%—3.2%

DRAM2.2%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

XSD$20 − $35 = −$15

DRAM$0 − $65 = −$65

KeptFee

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