YRAM vs SMH

AYRAM

BSMH

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.4%YRAM and SMH

YRAM

SMH

YieldMax Memory and Storage Portfolio Option Income ETF · $6MVanEck Semiconductor ETF · $57.7B

[…]3 years · per year[…] · $32,662+48.4%

[…]5 years · per year[…] · $33,824+27.6%

1.01%Expense ratio$101 · $35 on $10k · lower wins0.35%

9.04%12-mo yield$904 · $25 on $10k0.25%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins42.8%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsYRAM · SMH

15.7%MU4.4%

Held in common4.4%

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 Four

5Y4 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk	1.01%	9.04%	−15.5%	new	new	new	new	[…]	$6M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Four

5Y4 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AYRAM	YieldMax Memory and Storage Portfolio Option Income ETFRead Desk	1.01%	9.04%	−15.5%	new	new	new	new	[…]	$6M
4	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

YRAM vs SMH

YRAM

YieldMax Memory and Storage Portfolio Option Income

[…]

SMH

VanEck Semiconductor

$33,824

MeasureYRAMSMH

Fee1.01%0.35%

Cost on $10k a year$101$35

Yield9.04%0.25%

5 years, per year[…]+27.6%

3 years, per year[…]+48.4%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]42.8%

1–1measures won
level

4.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: YRAM, SMH, JEPQ, SCHD

Today

24.9%most shared, SMH and JEPQ

YRAMSMHJEPQSCHD

YRAM—4.4%5.7%0.0%

SMH4.4%—24.9%8.6%

JEPQ5.7%24.9%—3.8%

SCHD0.0%8.6%3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

YRAM$904 − $101 = $803

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

KeptFee

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