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$34,950SMH · 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%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DRAM 2026 · WCBR 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$34,950

SMH

PAVE

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

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

SMHMeasurePAVE

+28.8%Year to dateJan 1 → Nov 6+7.2%

+29.5%1 yearTotal return+7.7%

+48.9%3 years · per year$10,000 became $33,022 · $17,906+21.4%

+28.4%5 years · per year$10,000 became $34,950 · $19,175+13.9%

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

0.24%Trailing 12-mo yield$24 · $84 a year on $10k0.84%

−33.1%Worst dropSmaller is better−15.3%

42.9%VolatilityLower is calmer21.5%

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

5–3SMH wins

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

More Ways to See the Pairs

SMH vs PAVE: Top 5 Holdings

Today

SMH

47.8%in top 5

PAVE

in top 518.3%

SMHStockPAVE

21.0%NVDAnot top 5

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5UNP3.4%

Held in common0.0%

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

SMH vs PAVE Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

PAVEGlobal X

+13.9%

5 years, per year

SMHPAVEFaded: behind in that period

4–0SMH wins

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

SMH vs PAVE

YTD

VanEckSMH

+28.8%

PAVEGlobal X

+7.2%

+28.8%Year to date+7.2%

−33.1%Worst drop · 1Y−15.3%

42.9%Volatility · 1Y21.5%

0.2%Yield0.8%

$57.7BAssets$14.0B

3–1PAVE wins

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

Yields: DRAM, WCBR, PAVE, SMH

0.84%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.84%$84

SMH0.24%$24

DRAM0.00%$0

WCBR0.00%$0

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

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: DRAM, WCBR, PAVE, SMH

Today

3.1%most shared, DRAM and SMH

DRAMWCBRPAVESMH

DRAM—0.0%0.0%3.1%

WCBR0.0%—0.0%0.0%

PAVE0.0%0.0%—0.0%

SMH3.1%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

PAVEWorst drop−15.3%21.5% vol

WCBRWorst drop−29.1%41.5% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

PAVEWCBR

+7.2%Year to date+49.9%

0.8%Yield0.0%

+7.7%Past year+37.3%

0.47%Fee0.45%

3–1WCBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026