Compare · 4 funds side by side · dividends reinvested

CHAT, SMH, PAVE and IGV

CHATRoundhill×SMHVanEck×PAVEGlobal X×IGViShares×

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

02 / 04

CHAT, SMH, PAVE and IGV, 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%$57.7B1.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.0B2.1

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.57%+10.8%+4.2%+37.5%[…]−37.3%43.9%$1.4B2.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B3.3

Rank among the four1st → 4thFee, 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 · SMH 2011 · PAVE 2017 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

CHATMeasureSMH

+10.8%Year to dateJan 1 → Nov 5+24.3%

+4.2%1 yearTotal return+27.3%

+37.5%3 years · per year$10,000 became $25,985 · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

2.57%Trailing 12-mo yield$257 · $25 a year on $10k0.25%

−37.3%Worst dropSmaller is better−33.1%

43.9%VolatilityLower is calmer42.8%

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

1–6SMH 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 SMH: Top 5 Holdings

Today

CHAT

30.4%in top 5

SMH

in top 547.4%

CHATStockSMH

8.0%NVDA20.5%

not top 5TSM9.7%

6.3%GOOGLnot top 5

not top 5TXN6.1%

6.1%MSFTnot top 5

not top 5AVGO5.8%

5.4%AMZNnot top 5

not top 5AMD5.4%

4.6%METAnot top 5

Held in common26.4%

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

CHAT vs SMH Returns, Every Period

RoundhillCHAT

+4.2%

past year

SMHVanEck

+27.3%

past year

CHATSMHFaded: behind in that period

0–3SMH 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%

$1.4BAssets$14.0B

2–2level

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

Cost, Income and Risk

Fees: CHAT, SMH, PAVE, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

PAVE0.47%$47

CHAT0.75%$75

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

Yields: CHAT, SMH, PAVE, IGV

2.57%highest, CHAT

FundTrailing yieldYield$10k

CHAT2.57%$257

PAVE0.85%$85

SMH0.25%$25

IGV0.02%$2

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

IGV$2 − $38 = −$36

KeptFee

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

Overlap: CHAT, SMH, PAVE, IGV

Today

26.4%most shared, CHAT and SMH

CHATSMHPAVEIGV

CHAT—26.4%0.0%13.8%

SMH26.4%—0.0%4.6%

PAVE0.0%0.0%—0.4%

IGV13.8%4.6%0.4%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

PAVEWorst drop−15.3%21.5% vol

IGVWorst drop−33.3%32.9% 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 Four

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

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