Compare · 4 funds side by side · dividends reinvested

DRAM, WCBR, PAVE and SMH

DRAMRoundhill×WCBRWisdomTree×PAVEGlobal X×SMHVanEck×

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

02 / 04

DRAM, WCBR, PAVE and SMH, 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%$65.4B1.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$213M2.1

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.2B2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B3.5

Rank among the four1st → 4thFee, 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: DRAM 2026 · WCBR 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Memory ETF · $17.6B[…]

DRAM

PAVE

Global X - U.S. Infrastructure Development ETF · $14.2B$20,624

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

DRAMMeasurePAVE

[…]Year to dateJan 1 → Nov 4+13.0%

[…]1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $19,274+24.4%

[…]5 years · per year$10,000 became […] · $20,624+15.6%

0.65%Expense ratio$65 · $47 a year on $10k · lower is better0.47%

0.00%Trailing 12-mo yield$0 · $80 a year on $10k0.80%

[…]Worst dropSmaller is better−13.8%

[…]VolatilityLower is calmer20.6%

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

0–2PAVE wins

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

More Ways to See the Pairs

DRAM vs PAVE: Top 5 Holdings

Today

DRAM

72.7%in top 5

PAVE

in top 517.6%

DRAMStockPAVE

19.2%FGXXXnot top 5

19.1%005930.Knot top 5

16.4%000660.Knot top 5

12.5%912797WNnot top 5

5.5%912797VAnot top 5

not top 5EMR3.6%

not top 5NUE3.6%

not top 5FAST3.6%

not top 5DE3.5%

not top 5URI3.3%

Held in common0.0%

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

DRAM vs PAVE Returns, Every Period

RoundhillDRAM

[…]

past year

PAVEGlobal X

+13.0%

past year

Returns […]

DRAMPAVEFaded: behind in that period

0–0Level

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

DRAM vs PAVE

YTD

RoundhillDRAM

[…]

PAVEGlobal X

+13.0%

[…]Year to date+13.0%

[…]Worst drop · 1Y−13.8%

[…]Volatility · 1Y20.6%

0.0%Yield0.8%

$17.6BAssets$14.2B

1–0PAVE wins

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

Cost, Income and Risk

Fees: DRAM, WCBR, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WCBR0.45%$45

PAVE0.47%$47

DRAM0.65%$65

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

Yields: DRAM, WCBR, PAVE, SMH

0.80%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.80%$80

SMH0.22%$22

DRAM0.00%$0

WCBR0.00%$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

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, WCBR, PAVE, SMH

Today

3.3%most shared, DRAM and SMH

DRAMWCBRPAVESMH

DRAM—0.0%0.0%3.3%

WCBR0.0%—0.0%0.0%

PAVE0.0%0.0%—0.0%

SMH3.3%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+43.4%WCBR, at 40.9% volatility

PAVEWorst drop−13.8%20.6% vol

WCBRWorst drop−29.1%40.9% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

PAVEWCBR

+13.0%Year to date+62.0%

0.8%Yield0.0%

+13.0%Past year+43.4%

0.47%Fee0.45%

3–1WCBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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