XSD vs UFOX

AXSD

BUFOX

Measures won1–5UFOX wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · UFOX $20,602

Lowest cost0.30%UFOX · $30 on $10k

Most income0.49%UFOX · $49 on $10k

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

Held in common16.5%XSD and UFOX

XSD

UFOX

State Street SPDR S&P Semiconductor ETF · $2.2BDefiance Space and Connective Tech ETF · $733M

+36.6%3 years · per year$25,485 · $25,250+36.2%

+14.7%5 years · per year$19,826 · $20,602+15.6%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

0.18%12-mo yield$18 · $49 on $10k0.49%

−39.4%Worst dropSmaller wins−35.5%

49.8%VolatilityLower wins34.9%

1–5UFOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSD · UFOX

3.2%SWKS2.5%

2.5%NVDA4.9%

2.4%AVGO4.7%

2.8%QCOM2.3%

Held in common16.5%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
3	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+6.9%	+38.5%	+34.0%	+36.6%	+14.7%	−39.4%	$2.2B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BUFOX	Defiance Space and Connective Tech ETFRead Desk	0.30%	0.49%	+5.2%	+17.7%	+15.0%	+36.2%	+15.6%	−35.5%	$733M
3	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.18%	+6.9%	+38.5%	+34.0%	+36.6%	+14.7%	−39.4%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSD vs UFOX

XSD

SPDR S&P Semiconductor

$19,826

UFOX

Defiance Space and Connective Tech

$20,603

MeasureXSDUFOX

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield0.18%0.49%

5 years, per year+14.7%+15.6%

3 years, per year+36.6%+36.2%

Worst drop · 1Y−39.4%−35.5%

Volatility · 1Y49.8%34.9%

5–1measures won
UFOX first

16.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XSD, UFOX, SMH

Today

26.8%most shared, XSD and SMH

XSDUFOXSMH

XSD—16.5%26.8%

UFOX16.5%—14.3%

SMH26.8%14.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, UFOX

UFOX$49 − $30 = $19

SMH$23 − $35 = −$12

XSD$18 − $35 = −$17

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee