Compare · 3 funds side by side · dividends reinvested

DGRO, PAVE and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

DGRO, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DGRO 2014 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

PAVE

Global X - U.S. Infrastructure Development ETF · $14.0B$19,175

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

DGROMeasurePAVE

+16.6%Year to dateJan 1 → Nov 6+7.2%

+20.3%1 yearTotal return+7.7%

+20.7%3 years · per year$10,000 became $17,593 · $17,906+21.4%

+11.0%5 years · per year$10,000 became $16,835 · $19,175+13.9%

0.08%Expense ratio$8 · $47 a year on $10k · lower is better0.47%

1.87%Trailing 12-mo yield$187 · $84 a year on $10k0.84%

−6.5%Worst dropSmaller is better−15.3%

10.2%VolatilityLower is calmer21.5%

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

6–2DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs PAVE: Top 5 Holdings

Today

DGRO

15.0%in top 5

PAVE

in top 518.3%

DGROStockPAVE

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5UNP3.4%

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

Held in common4.2%

End-of-day Nov 6, 2026 · share of each fund

DGRO vs PAVE Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

PAVEGlobal X

+13.9%

5 years, per year

DGROPAVEFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Thematic: DGRO vs PAVE

YTD

iSharesDGRO

+16.6%

PAVEGlobal X

+7.2%

+16.6%Year to date+7.2%

−6.5%Worst drop · 1Y−15.3%

10.2%Volatility · 1Y21.5%

1.9%Yield0.8%

$44.7BAssets$14.0B

4–0DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, PAVE, SMH

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SMH0.35%$35

PAVE0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DGRO, PAVE, SMH

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

PAVE0.84%$84

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DGRO, PAVE, SMH

Today

4.5%most shared, DGRO and SMH

DGROPAVESMH

DGRO—4.2%4.5%

PAVE4.2%—0.0%

SMH4.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

DGROWorst drop−6.5%10.2% vol

PAVEWorst drop−15.3%21.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DGROSMH

+16.6%Year to date+28.8%

1.9%Yield0.2%

+20.3%Past year+29.5%

0.08%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026