Compare · 4 funds side by side · dividends reinvested

GII, DRAM, SMH and CIBR

GIISPDR×DRAMRoundhill×SMHVanEck×CIBRFirst Trust×

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

02 / 04

GII, DRAM, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.9

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B2.0

State Street SPDR S&P Global Infrastructure ETFThematic · Infrastructure0.40%2.71%+8.0%+10.8%+19.7%+9.5%−10.6%11.5%$965M2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$17.6B4.0

Rank among the four1st → 4thFee, 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: GII 2007 · DRAM 2026 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Infrastructure ETF · $965M$15,762

GII

DRAM

Roundhill Memory ETF · $17.6B[…]

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

GIIMeasureDRAM

+8.0%Year to dateJan 1 → Nov 5[…]

+10.8%1 yearTotal return[…]

+19.7%3 years · per year$10,000 became $17,131 · […][…]

+9.5%5 years · per year$10,000 became $15,762 · […][…]

0.40%Expense ratio$40 · $65 a year on $10k · lower is better0.65%

2.71%Trailing 12-mo yield$271 · $0 a year on $10k0.00%

−10.6%Worst dropSmaller is better[…]

11.5%VolatilityLower is calmer[…]

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

2–0GII wins

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

More Ways to See the Pairs

GII vs DRAM: Top 5 Holdings

Today

GII

23.6%in top 5

DRAM

in top 574.5%

GIIStockDRAM

not top 5FGXXX19.9%

not top 5005930.K19.4%

not top 5000660.K16.6%

not top 5912797WN13.0%

not top 5912797VA5.7%

5.1%AENA.MCnot top 5

5.0%NEEnot top 5

5.0%TCL.AXnot top 5

4.3%PACnot top 5

4.2%IBE.MCnot top 5

Held in common0.0%

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

GII vs DRAM Returns, Every Period

SPDRGII

+10.8%

past year

DRAMRoundhill

[…]

past year

Returns […]

GIIDRAMFaded: behind in that period

0–0Level

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

GII vs CIBR

YTD

SPDRGII

+8.0%

CIBRFirst Trust

+27.7%

+8.0%Year to date+27.7%

−10.6%Worst drop · 1Y−20.6%

11.5%Volatility · 1Y31.1%

2.7%Yield0.4%

$965MAssets$16.9B

3–1GII wins

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

Cost, Income and Risk

Fees: GII, DRAM, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

GII0.40%$40

CIBR0.58%$58

DRAM0.65%$65

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

Yields: GII, DRAM, SMH, CIBR

2.71%highest, GII

FundTrailing yieldYield$10k

GII2.71%$271

CIBR0.43%$43

SMH0.25%$25

DRAM0.00%$0

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

Income After Fees on $10,000

$231most kept, GII

GII$271 − $40 = $231

SMH$25 − $35 = −$10

CIBR$43 − $58 = −$15

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: GII, DRAM, SMH, CIBR

Today

5.8%most shared, SMH and CIBR

GIIDRAMSMHCIBR

GII—0.0%0.0%0.0%

DRAM0.0%—3.2%0.0%

SMH0.0%3.2%—5.8%

CIBR0.0%0.0%5.8%—

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

Return vs Bumpiness: 4 ETFs

+27.3%SMH, at 42.8% volatility

GIIWorst drop−10.6%11.5% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

GIICIBR

+8.0%Year to date+27.7%

2.7%Yield0.4%

+10.8%Past year+21.3%

0.40%Fee0.58%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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