XSD vs SMH

AXSD

BSMH

Measures won0–5SMH wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · XSD $21,966

Lowest cost0.03%VOO · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common28.6%XSD and SMH

XSD

SMH

State Street SPDR S&P Semiconductor ETF · $2.4BVanEck Semiconductor ETF · $65.8B

+38.9%3 years · per year$26,780 · $38,001+56.1%

+17.0%5 years · per year$21,966 · $39,579+31.7%

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

0.18%12-mo yield$18 · $21 on $10k0.21%

−32.2%Worst dropSmaller wins−24.6%

48.0%VolatilityLower wins41.1%

0–5SMH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSD · SMH

3.1%TXN5.9%

3.1%ADI5.0%

2.8%AMD5.1%

2.7%QCOM3.9%

Held in common28.6%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+3.4%	+41.7%	+29.5%	+38.9%	+17.0%	−32.2%	$2.4B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+3.4%	+41.7%	+29.5%	+38.9%	+17.0%	−32.2%	$2.4B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T

End-of-day Nov 3, 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

$21,966

SMH

VanEck Semiconductor

$39,579

MeasureXSDSMH

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.18%0.21%

5 years, per year+17.0%+31.7%

3 years, per year+38.9%+56.1%

Worst drop · 1Y−32.2%−24.6%

Volatility · 1Y48.0%41.1%

4–0measures won
SMH first

28.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: XSD, SMH, VOO

Today

28.6%most shared, XSD and SMH

XSDSMHVOO

XSD—28.6%10.9%

SMH28.6%—18.8%

VOO10.9%18.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SMH$21 − $35 = −$14

XSD$18 − $35 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee