Compare · 3 funds side by side · dividends reinvested

CHAT, PAVE and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

CHAT, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.5

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.2B2.0

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.57%+10.8%+4.2%+37.5%[…]−37.3%43.9%$1.5B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CHAT 2023 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.5B[…]

CHAT

PAVE

Global X - U.S. Infrastructure Development ETF · $14.2B$19,029

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CHATMeasurePAVE

+10.8%Year to dateJan 1 → Nov 5+6.3%

+4.2%1 yearTotal return+7.4%

+37.5%3 years · per year$10,000 became $25,985 · $17,989+21.6%

[…]5 years · per year$10,000 became […] · $19,028+13.7%

0.75%Expense ratio$75 · $47 a year on $10k · lower is better0.47%

2.57%Trailing 12-mo yield$257 · $85 a year on $10k0.85%

−37.3%Worst dropSmaller is better−15.3%

43.9%VolatilityLower is calmer21.5%

CHATPAVE Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4PAVE wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHAT vs PAVE: Top 5 Holdings

Today

CHAT

30.4%in top 5

PAVE

in top 518.0%

CHATStockPAVE

8.0%NVDAnot top 5

6.3%GOOGLnot top 5

6.1%MSFTnot top 5

5.4%AMZNnot top 5

4.6%METAnot top 5

not top 5EMR3.8%

not top 5FAST3.7%

not top 5NUE3.6%

not top 5DE3.6%

not top 5UNP3.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CHAT vs PAVE Returns, Every Period

RoundhillCHAT

+4.2%

past year

PAVEGlobal X

+7.4%

past year

CHATPAVEFaded: behind in that period

2–1CHAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CHAT vs PAVE

YTD

RoundhillCHAT

+10.8%

PAVEGlobal X

+6.3%

+10.8%Year to date+6.3%

−37.3%Worst drop · 1Y−15.3%

43.9%Volatility · 1Y21.5%

2.6%Yield0.8%

$1.5BAssets$14.2B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

CHAT0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CHAT, PAVE, SMH

2.57%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.57%$257

PAVE0.85%$85

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$182most kept, CHAT

CHAT$257 − $75 = $182

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

KeptFee

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

Overlap: CHAT, PAVE, SMH

Today

26.4%most shared, CHAT and SMH

CHATPAVESMH

CHAT—0.0%26.4%

PAVE0.0%—0.0%

SMH26.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

PAVEWorst drop−15.3%21.5% vol

SMHWorst drop−33.1%42.8% vol

CHATWorst drop−37.3%43.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CHATSMH

+10.8%Year to date+24.3%

2.6%Yield0.2%

+4.2%Past year+27.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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