Compare · 4 funds side by side · dividends reinvested

GII, VEA, SMH and IEMG

GIISPDR×VEAVanguard×SMHVanEck×IEMGiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

GII, VEA, SMH and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

State Street SPDR S&P Global Infrastructure ETFThematic · Infrastructure0.40%2.67%+9.7%+11.9%+18.7%+9.8%−10.6%11.6%$958M2.6

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$146B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: GII 2007 · VEA 2007 · SMH 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Infrastructure ETF · $958M$15,973

GII

VEA

Vanguard FTSE Developed Markets ETF · $232B$15,497

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

GIIMeasureVEA

+9.7%Year to dateJan 1 → Nov 9+12.9%

+11.9%1 yearTotal return+18.8%

+18.7%3 years · per year$10,000 became $16,731 · $17,516+20.5%

+9.8%5 years · per year$10,000 became $15,973 · $15,497+9.2%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

2.67%Trailing 12-mo yield$267 · $244 a year on $10k2.44%

−10.6%Worst dropSmaller is better−11.6%

11.6%VolatilityLower is calmer18.3%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GII vs VEA: Top 5 Holdings

Today

GII

23.7%in top 5

VEA

in top 59.2%

GIIStockVEA

5.2%AENA.MCnot top 5

5.1%TCL.AXnot top 5

5.0%NEEnot top 5

4.2%IBE.MCnot top 5

4.2%PACnot top 5

not top 5005930.K2.8%

not top 5000660.K2.3%

not top 5ASML.AS2.1%

not top 5HSBA.L1.0%

not top 5ROP.SW0.9%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

GII vs VEA Returns, Every Period

SPDRGII

+9.8%

5 years, per year

VEAVanguard

+9.2%

5 years, per year

GIIVEAFaded: behind in that period

1–3VEA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs International: GII vs VEA

YTD

SPDRGII

+9.7%

VEAVanguard

+12.9%

+9.7%Year to date+12.9%

−10.6%Worst drop · 1Y−11.6%

11.6%Volatility · 1Y18.3%

2.7%Yield2.4%

$958MAssets$232B

3–1GII wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GII, VEA, SMH, IEMG

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

IEMG0.09%$9

SMH0.35%$35

GII0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GII, VEA, SMH, IEMG

2.67%highest, GII

FundTrailing yieldYield$10k

GII2.67%$267

VEA2.44%$244

IEMG2.42%$242

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

IEMG$242 − $9 = $233

GII$267 − $40 = $227

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GII, VEA, SMH, IEMG

Today

9.5%most shared, VEA and IEMG

GIIVEASMHIEMG

GII—2.3%0.0%0.3%

VEA2.3%—0.0%9.5%

SMH0.0%0.0%—0.0%

IEMG0.3%9.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

GIIWorst drop−10.6%11.6% vol

VEAWorst drop−11.6%18.3% vol

IEMGWorst drop−17.8%25.7% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GIISMH

+9.7%Year to date+35.3%

2.7%Yield0.2%

+11.9%Past year+39.3%

0.40%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026