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SMH and CHPY share 67.2% of their holdings.
| Side by side | PIEQ | SMH | CHPY |
|---|---|---|---|
| Strategy | International · Ex-US broad | Thematic · AI & semis | Thematic Income · A basket |
| Expense ratio | 0.48% | 0.35% | 1.03% |
| Cost per year on $10k | $48 | $35 | $103 |
| Trailing 12-mo yield | 1.19% | 0.22% | 50.57% |
| Income per year on $10k | $119 | $22 | $5,057 |
| YTD | +8.2% | +41.1% | +36.7% |
| 1 year | +13.6% | +40.2% | +37.1% |
| 3 years · per year | — | +55.3% | — |
| 5 years · per year | — | +31.3% | — |
| Worst drop · 1Y | −9.5% | −24.6% | −30.4% |
| Volatility · 1Y | 17.4% | 41.1% | 41.5% |
| Holdings | 35 | 26 | 0 |
| Assets | $1.3B | $66.4B | $1.3B |
| Leverage | None | None | None |
| Since | 2024 | 2011 | 2025 |
Highlighted = best in the row. Returns include dividends.