Compare · 3 funds side by side · dividends reinvested

CPU, SMH and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

CPU, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.4

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.2B1.6

Amplify Top 10 Semiconductors ETFThematic · AI & semis0.49%0.00%[…][…][…][…][…][…]$1M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CPU 2026 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Top 10 Semiconductors ETF · $1M[…]

CPU

SMH

VanEck Semiconductor ETF · $65.4B$38,820

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

CPUMeasureSMH

[…]Year to dateJan 1 → Nov 4+40.0%

[…]1 yearTotal return+38.2%

[…]3 years · per year$10,000 became […] · $37,049+54.7%

[…]5 years · per year$10,000 became […] · $38,820+31.2%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $22 a year on $10k0.22%

[…]Worst dropSmaller is better−24.6%

[…]VolatilityLower is calmer41.2%

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

0–2SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPU vs SMH: Top 5 Holdings

Today

CPU

61.2%in top 5

SMH

in top 547.1%

CPUStockSMH

25.8%AGPXXnot top 5

not top 5NVDA20.6%

9.9%2303.TWnot top 5

not top 5TSM9.6%

8.6%6488.TWnot top 5

8.6%2454.TWnot top 5

8.3%3189.TWnot top 5

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

Held in common13.6%

End-of-day Nov 4, 2026 · share of each fund

CPU vs SMH Returns, Every Period

AmplifyCPU

[…]

past year

SMHVanEck

+38.2%

past year

Returns […]

CPUSMHFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPU vs PAVE

YTD

AmplifyCPU

[…]

PAVEGlobal X

+13.0%

[…]Year to date+13.0%

[…]Worst drop · 1Y−13.8%

[…]Volatility · 1Y20.6%

0.0%Yield0.8%

$1.0MAssets$14.2B

1–0PAVE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPU, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

CPU0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPU, SMH, PAVE

0.80%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.80%$80

SMH0.22%$22

CPU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$33most kept, PAVE

PAVE$80 − $47 = $33

SMH$22 − $35 = −$13

CPU$0 − $49 = −$49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPU, SMH, PAVE

Today

13.6%most shared, CPU and SMH

CPUSMHPAVE

CPU—13.6%0.0%

SMH13.6%—0.0%

PAVE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

PAVEWorst drop−13.8%20.6% vol

SMHWorst drop−24.6%41.2% vol

CPUWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+13.0%Year to date+40.0%

0.8%Yield0.2%

+13.0%Past year+38.2%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026