Compare · 3 funds side by side · dividends reinvested

EFRA, DGS and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeDGS · 4.07% · $407 a year on $10k

Story of the three · RiskSmallest drop

EFRA, DGS and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Environmental Infrastructure and Industrials ETFThematic · Infrastructure0.47%4.03%+9.3%+10.9%+14.5%[…]−11.2%15.5%$6M1.7

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B1.8

WisdomTree Emerging Markets SmallCap Dividend FundIncome · Dividend stocks0.58%4.07%+5.0%+7.2%+12.1%+6.6%−11.6%18.6%$1.6B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: EFRA 2022 · DGS 2007 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Environmental Infrastructure and Industrials ETF · $6M[…]

EFRA

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B$13,797

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

EFRA

More Ways to See the Pairs

EFRA vs DGS: Top 5 Holdings

Today

EFRA

31.6%in top 5

DGS

in top 54.7%

EFRAStockDGS

7.3%VLTOnot top 5

6.3%AWKnot top 5

6.1%VIE.PAnot top 5

6.1%WABnot top 5

5.9%SWnot top 5

Cost, Income and Risk

Fees: EFRA, DGS, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

EFRA0.47%$47

DGS0.58%$58

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

Yields: EFRA, DGS, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

DGS

+9.3%Year to dateJan 1 → Nov 10+5.0%

+10.9%1 yearTotal return+7.2%

+14.5%3 years · per year$10,000 became $15,006 · $14,083+12.1%

[…]5 years · per year$10,000 became […] · $13,797+6.6%

0.47%Expense ratio$47 · $58 a year on $10k · lower is better0.58%

4.03%Trailing 12-mo yield$403 · $407 a year on $10k4.07%

−11.2%Worst dropSmaller is better−11.6%

15.5%VolatilityLower is calmer18.6%

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

6–1EFRA wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GRT.JO1.3%

not top 5OMU.JO1.1%

not top 5OMAB.MX0.8%

not top 5RDF.JO0.8%

not top 52542.TW0.7%

Held in common0.9%

End-of-day Nov 10, 2026 · share of each fund

EFRA vs DGS Returns, Every Period

1Y

iSharesEFRA

+10.9%

past year

DGSWisdomTree

+7.2%

past year

EFRADGSFaded: behind in that period

3–0EFRA wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EFRA vs DGS

YTD

iSharesEFRA

+9.3%

DGSWisdomTree

+5.0%

+9.3%Year to date+5.0%

−11.2%Worst drop · 1Y−11.6%

15.5%Volatility · 1Y18.6%

4.0%Yield4.1%

$5.8MAssets$1.6B

3–1EFRA wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.07%highest, DGS

FundTrailing yieldYield$10k

DGS4.07%$407

EFRA4.03%$403

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$356most kept, EFRA

EFRA$403 − $47 = $356

DGS$407 − $58 = $349

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: EFRA, DGS, SMH

Today

0.9%most shared, EFRA and DGS

EFRADGSSMH

EFRA—0.9%0.0%

DGS0.9%—0.0%

SMH0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

EFRAWorst drop−11.2%15.5% vol

DGSWorst drop−11.6%18.6% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DGSSMH

+5.0%Year to date+34.3%

4.1%Yield0.2%

+7.2%Past year+39.4%

0.58%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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EFRA, DGS and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three