Compare · 3 funds side by side · dividends reinvested

FTXL, SMH and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

FTXL, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.79%+14.9%+14.6%+25.6%+15.6%−13.8%20.6%$14.1B2.1

First Trust Nasdaq Semiconductor ETFThematic · AI & semis0.60%0.08%+61.4%+65.9%+49.6%+25.7%−32.6%49.3%$1.0B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTXL 2016 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Semiconductor ETF · $1.0B$31,419

FTXL

SMH

VanEck Semiconductor ETF · $65.8B$39,579

$10,000 five years ago, dividends reinvested · they hold 58.7% in common

FTXLMeasureSMH

+61.4%Year to dateJan 1 → Nov 3+44.0%

+65.9%1 yearTotal return+43.3%

+49.6%3 years · per year$10,000 became $33,482 · $38,001+56.1%

+25.7%5 years · per year$10,000 became $31,419 · $39,579+31.7%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

0.08%Trailing 12-mo yield$8 · $21 a year on $10k0.21%

−32.6%Worst dropSmaller is better−24.6%

49.3%VolatilityLower is calmer41.1%

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

2–6SMH wins

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

More Ways to See the Pairs

FTXL vs SMH: Top 5 Holdings

Today

FTXL

37.0%in top 5

SMH

in top 546.9%

FTXLStockSMH

7.7%NVDA20.5%

not top 5TSM9.7%

8.1%QCOMnot top 5

7.7%MUnot top 5

7.4%AVGO5.7%

6.1%INTCnot top 5

not top 5TXN5.9%

not top 5AMD5.1%

Held in common58.7%

End-of-day Nov 3, 2026 · share of each fund

FTXL vs SMH Returns, Every Period

First TrustFTXL

+25.7%

5 years, per year

SMHVanEck

+31.7%

5 years, per year

FTXLSMHFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FTXL vs PAVE

YTD

First TrustFTXL

+61.4%

PAVEGlobal X

+14.9%

+61.4%Year to date+14.9%

−32.6%Worst drop · 1Y−13.8%

49.3%Volatility · 1Y20.6%

0.1%Yield0.8%

$1.0BAssets$14.1B

3–1PAVE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTXL, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

FTXL0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTXL, SMH, PAVE

0.79%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.79%$79

SMH0.21%$21

FTXL0.08%$8

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$32most kept, PAVE

PAVE$79 − $47 = $32

SMH$21 − $35 = −$14

FTXL$8 − $60 = −$52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTXL, SMH, PAVE

Today

58.7%most shared, FTXL and SMH

FTXLSMHPAVE

FTXL—58.7%0.0%

SMH58.7%—0.0%

PAVE0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+65.9%FTXL, at 49.3% volatility

PAVEWorst drop−13.8%20.6% vol

SMHWorst drop−24.6%41.1% vol

FTXLWorst drop−32.6%49.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PAVEFTXL

+14.9%Year to date+61.4%

0.8%Yield0.1%

+14.6%Past year+65.9%

0.47%Fee0.60%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026