Compare · 3 funds side by side · dividends reinvested

IGF, SMH and VEA

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

02 / 04

IGF, SMH and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

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

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.90%+10.0%+12.2%+18.8%+9.9%−10.4%11.5%$10.8B2.1

Rank among the three1st → 3rdFee, 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: IGF 2007 · SMH 2011 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Infrastructure ETF · $10.8B$16,009

IGF

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

IGFMeasureSMH

+10.0%Year to dateJan 1 → Nov 9+35.3%

+12.2%1 yearTotal return+39.3%

+18.8%3 years · per year$10,000 became $16,775 · $33,815+50.1%

+9.9%5 years · per year$10,000 became $16,009 · $36,298+29.4%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.90%Trailing 12-mo yield$290 · $23 a year on $10k0.23%

−10.4%Worst dropSmaller is better−33.1%

11.5%VolatilityLower is calmer43.1%

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

3–5SMH wins

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

More Ways to See the Pairs

IGF vs SMH: Top 5 Holdings

Today

IGF

23.9%in top 5

SMH

in top 547.7%

IGFStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

5.1%AENA.MCnot top 5

5.1%TCL.AXnot top 5

5.0%NEEnot top 5

4.4%PACnot top 5

4.2%IBE.MCnot top 5

Held in common0.0%

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

IGF vs SMH Returns, Every Period

iSharesIGF

+9.9%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

IGFSMHFaded: behind in that period

0–4SMH wins

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

Thematic vs International: IGF vs VEA

YTD

iSharesIGF

+10.0%

VEAVanguard

+12.9%

+10.0%Year to date+12.9%

−10.4%Worst drop · 1Y−11.6%

11.5%Volatility · 1Y18.3%

2.9%Yield2.4%

$10.8BAssets$232B

3–1IGF wins

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

Cost, Income and Risk

Fees: IGF, SMH, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SMH0.35%$35

IGF0.37%$37

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

Yields: IGF, SMH, VEA

2.90%highest, IGF

FundTrailing yieldYield$10k

IGF2.90%$290

VEA2.44%$244

SMH0.23%$23

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

Income After Fees on $10,000

$253most kept, IGF

IGF$290 − $37 = $253

VEA$244 − $3 = $241

SMH$23 − $35 = −$12

KeptFee

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

Overlap: IGF, SMH, VEA

Today

2.3%most shared, IGF and VEA

IGFSMHVEA

IGF—0.0%2.3%

SMH0.0%—0.0%

VEA2.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

IGFWorst drop−10.4%11.5% vol

VEAWorst drop−11.6%18.3% 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

IGFSMH

+10.0%Year to date+35.3%

2.9%Yield0.2%

+12.2%Past year+39.3%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026