XSD vs SMHX

AXSD

BSMHX

Measures won1–2SMHX 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 common36.3%XSD and SMHX

XSD

SMHX

State Street SPDR S&P Semiconductor ETF · $2.4BVanEck Fabless Semiconductor ETF · $234M

+32.6%3 years · per year$23,321 · […][…]

+12.6%5 years · per year$18,068 · […][…]

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

0.20%12-mo yield$20 · $2 on $10k0.02%

−39.4%Worst dropSmaller wins−34.0%

49.2%VolatilityLower wins43.9%

1–2SMHX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSD · SMHX

3.0%MPWR5.3%

2.8%QCOM5.5%

2.7%AMD7.3%

2.6%LSCC3.9%

Held in common36.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
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	BSMHX	VanEck Fabless Semiconductor ETFRead Desk	0.35%	0.02%	−10.9%	+17.7%	+13.2%	new	new	−34.0%	$234M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
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	BSMHX	VanEck Fabless Semiconductor ETFRead Desk	0.35%	0.02%	−10.9%	+17.7%	+13.2%	new	new	−34.0%	$234M

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 SMHX

XSD

SPDR S&P Semiconductor

$18,068

SMHX

VanEck Fabless Semiconductor

[…]

MeasureXSDSMHX

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.20%0.02%

5 years, per year+12.6%[…]

3 years, per year+32.6%[…]

Worst drop · 1Y−39.4%−34.0%

Volatility · 1Y49.2%43.9%

2–1measures won
SMHX first

36.3%

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: XSD, SMHX, SMH

Today

46.4%most shared, SMHX and SMH

XSDSMHXSMH

XSD—36.3%27.7%

SMHX36.3%—46.4%

SMH27.7%46.4%—

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

SMHX$2 − $35 = −$33

KeptFee

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