Compare · 3 funds side by side · dividends reinvested

IGM, PAVE and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

IGM, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.6

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+10.0%+8.0%+31.1%+15.0%−19.8%26.9%$9.6B2.1

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IGM 2001 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $9.6B$20,128

IGM

PAVE

Global X - U.S. Infrastructure Development ETF · $14.0B$19,175

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IGMMeasurePAVE

+10.0%Year to dateJan 1 → Nov 6+7.2%

+8.0%1 yearTotal return+7.7%

+31.1%3 years · per year$10,000 became $22,531 · $17,906+21.4%

+15.0%5 years · per year$10,000 became $20,128 · $19,175+13.9%

0.37%Expense ratio$37 · $47 a year on $10k · lower is better0.47%

0.16%Trailing 12-mo yield$16 · $84 a year on $10k0.84%

−19.8%Worst dropSmaller is better−15.3%

26.9%VolatilityLower is calmer21.5%

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

5–3IGM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IGM vs PAVE: Top 5 Holdings

Today

IGM

41.2%in top 5

PAVE

in top 518.3%

IGMStockPAVE

10.7%AAPLnot top 5

10.7%MSFTnot top 5

8.0%NVDAnot top 5

7.0%AVGOnot top 5

4.8%METAnot top 5

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5UNP3.4%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

IGM vs PAVE Returns, Every Period

iSharesIGM

+15.0%

5 years, per year

PAVEGlobal X

+13.9%

5 years, per year

IGMPAVEFaded: behind in that period

4–0IGM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IGM vs PAVE

YTD

iSharesIGM

+10.0%

PAVEGlobal X

+7.2%

+10.0%Year to date+7.2%

−19.8%Worst drop · 1Y−15.3%

26.9%Volatility · 1Y21.5%

0.2%Yield0.8%

$9.6BAssets$14.0B

3–1PAVE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IGM, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGM0.37%$37

PAVE0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IGM, PAVE, SMH

0.84%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.84%$84

SMH0.24%$24

IGM0.16%$16

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

IGM$16 − $37 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IGM, PAVE, SMH

Today

31.4%most shared, IGM and SMH

IGMPAVESMH

IGM—0.1%31.4%

PAVE0.1%—0.0%

SMH31.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

PAVEWorst drop−15.3%21.5% vol

IGMWorst drop−19.8%26.9% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+7.2%Year to date+28.8%

0.8%Yield0.2%

+7.7%Past year+29.5%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026