Compare · 4 funds side by side · dividends reinvested

GLDM, TMAT, PAVE and SMH

GLDMSPDR×TMATMain Management×PAVEGlobal X×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomePAVE · 0.80% · $80 a year on $10k

Story of the four · RiskSmallest drop

GLDM, TMAT, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$64.4B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+12.3%+12.8%+22.5%+14.5%−15.3%21.9%$13.7B2.1

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−10.3%−6.3%+25.2%+16.5%−28.3%29.0%$30.7B2.8

Main Thematic Innovation ETFThematic · Disruptive tech0.79%0.02%+5.6%−2.5%+24.2%+1.9%−23.4%30.9%$236M3.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: GLDM 2018 · TMAT 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - U.S. Infrastructure Development ETF · $13.7B$19,257

PAVE

More Ways to See the Pairs

PAVE vs SMH: Top 5 Holdings

Today

PAVE

18.0%in top 5

SMH

in top 545.9%

PAVEStockSMH

not top 5NVDA17.7%

not top 5TSM10.0%

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Cost, Income and Risk

Fees: GLDM, TMAT, PAVE, SMH

Today

0.10%lowest, GLDM

FundExpense ratioFee$10k

GLDM0.10%$10

SMH0.35%$35

PAVE0.47%$47

TMAT0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

+54.7%Year to date+39.3%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

GLDM vs GLD

YTD

SPDRGLDM

−10.3%

GLDSPDR

−10.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SMH

VanEck Semiconductor ETF · $64.4B$33,828

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

PAVEMeasureSMH

+12.3%Year to dateJan 1 → Nov 13+39.3%

+12.8%1 yearTotal return+43.4%

+22.5%3 years · per year$10,000 became $18,381 · $33,705+49.9%

+14.5%5 years · per year$10,000 became $19,684 · $35,140+28.6%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

0.80%Trailing 12-mo yield$80 · $22 a year on $10k0.22%

−15.3%Worst dropSmaller is better−33.1%

21.9%VolatilityLower is calmer43.2%

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

3–5SMH wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%FASTnot top 5

3.7%EMRnot top 5

3.7%DEnot top 5

3.5%NUEnot top 5

3.3%URInot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PAVE vs SMH Returns, Every Period

5Y

Global XPAVE

+14.5%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

PAVESMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

PAVE vs SMH

YTD

Global XPAVE

+12.3%

SMHVanEck

+39.3%

+12.3%Year to date+39.3%

−15.3%Worst drop · 1Y−33.1%

21.9%Volatility · 1Y43.2%

0.8%Yield0.2%

$13.7BAssets$64.4B

3–1PAVE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: GLDM, TMAT, PAVE, SMH

1Y

0.80%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.80%$80

SMH0.22%$22

TMAT0.02%$2

GLDM0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$33most kept, PAVE

PAVE$80 − $47 = $33

GLDM$0 − $10 = −$10

SMH$22 − $35 = −$13

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: GLDM, TMAT, PAVE, SMH

Today

11.0%most shared, TMAT and SMH

GLDMTMATPAVESMH

GLDM—[…][…][…]

TMAT[…]—7.0%11.0%

PAVE[…]7.0%—0.0%

SMH[…]11.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

PAVEWorst drop−15.3%21.9% vol

GLDMWorst drop−28.3%29.0% vol

TMATWorst drop−23.4%30.9% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+12.3%Year to date+39.3%

0.8%Yield0.2%

+12.8%Past year+43.4%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 13, 2026

−10.3%Year to date−10.5%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.7BAssets$134B

2–0GLDM wins

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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GLDM, TMAT, PAVE and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four