Compare · 3 funds side by side · dividends reinvested

ELFY, BLDX and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

ELFY, BLDX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.25%+0.9%−0.9%[…][…]−22.4%22.4%$159M1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.5

Impax Global Infrastructure ETFThematic · Infrastructure0.60%0.99%[…][…][…][…][…][…]$103M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: ELFY 2025 · BLDX 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $159M[…]

ELFY

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

ELFYMeasureSMH

+0.9%Year to dateJan 1 → Nov 5+24.3%

−0.9%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

1.25%Trailing 12-mo yield$125 · $25 a year on $10k0.25%

−22.4%Worst dropSmaller is better−33.1%

22.4%VolatilityLower is calmer42.8%

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

3–3Level

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

More Ways to See the Pairs

ELFY vs SMH: Top 5 Holdings

Today

ELFY

5.7%in top 5

SMH

in top 547.4%

ELFYStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

1.3%NXTnot top 5

1.1%BKHnot top 5

1.1%EMRnot top 5

1.1%TTEKnot top 5

1.1%Jnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ELFY vs SMH Returns, Every Period

ALPSELFY

−0.9%

past year

SMHVanEck

+27.3%

past year

ELFYSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ELFY vs BLDX

YTD

ALPSELFY

+0.9%

BLDXImpax

[…]

+0.9%Year to date[…]

−22.4%Worst drop · 1Y[…]

22.4%Volatility · 1Y[…]

1.2%Yield1.0%

$159MAssets$103M

1–0ELFY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ELFY, BLDX, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

ELFY0.50%$50

BLDX0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ELFY, BLDX, SMH

1.25%highest, ELFY

FundTrailing yieldYield$10k

ELFY1.25%$125

BLDX0.99%$99

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$75most kept, ELFY

ELFY$125 − $50 = $75

BLDX$99 − $60 = $39

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ELFY, BLDX, SMH

Today

4.4%most shared, ELFY and BLDX

ELFYBLDXSMH

ELFY—4.4%0.0%

BLDX4.4%—2.2%

SMH0.0%2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

ELFYWorst drop−22.4%22.4% vol

SMHWorst drop−33.1%42.8% vol

BLDXWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ELFYSMH

+0.9%Year to date+24.3%

1.2%Yield0.2%

−0.9%Past year+27.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026