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%$65.8B1.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+62.0%+43.4%+33.1%+9.7%−29.1%40.9%$227M2.1

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.1B2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$18.7B3.5

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

Global X - U.S. Infrastructure Development ETF · $14.1B$20,624

PAVE

SMH

VanEck Semiconductor ETF · $65.8B$38,820

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

PAVEMeasureSMH

+13.0%Year to dateJan 1 → Nov 4+40.0%

+13.0%1 yearTotal return+38.2%

+24.4%3 years · per year$10,000 became $19,274 · $37,049+54.7%

+15.6%5 years · per year$10,000 became $20,624 · $38,820+31.2%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

0.80%Trailing 12-mo yield$80 · $22 a year on $10k0.22%

−13.8%Worst dropSmaller is better−24.6%

20.6%VolatilityLower is calmer41.2%

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

3–5SMH wins

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

More Ways to See the Pairs

PAVE vs SMH: Top 5 Holdings

Today

PAVE

17.6%in top 5

SMH

in top 547.1%

PAVEStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

3.6%EMRnot top 5

3.6%NUEnot top 5

3.6%FASTnot top 5

3.5%DEnot top 5

3.3%URInot top 5

Held in common0.0%

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

PAVE vs SMH Returns, Every Period

Global XPAVE

+15.6%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

PAVESMHFaded: behind in that period

0–4SMH wins

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

PAVE vs SMH

YTD

Global XPAVE

+13.0%

SMHVanEck

+40.0%

+13.0%Year to date+40.0%

−13.8%Worst drop · 1Y−24.6%

20.6%Volatility · 1Y41.2%

0.8%Yield0.2%

$14.1BAssets$65.8B

3–1PAVE 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

$44.3BAssets$65.8B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026