Compare · 4 funds side by side · dividends reinvested

IPAV, DRAM, CIBR and SMH

IPAVGlobal X×DRAMRoundhill×CIBRFirst Trust×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$38,820SMH · best of the four

02 / 04

IPAV, DRAM, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.7%+7.6%[…][…]−17.2%19.2%$6M1.8

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.6%+26.6%+31.0%+13.5%−21.1%30.5%$16.9B2.1

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 4, 2026 · returns include dividends · since: IPAV 2024 · DRAM 2026 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

DRAM

Roundhill Memory ETF · $17.6B[…]

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

IPAVMeasureDRAM

+3.7%Year to dateJan 1 → Nov 4[…]

+7.6%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $65 a year on $10k · lower is better0.65%

1.57%Trailing 12-mo yield$157 · $0 a year on $10k0.00%

−17.2%Worst dropSmaller is better[…]

19.2%VolatilityLower is calmer[…]

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

2–0IPAV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IPAV vs DRAM: Top 5 Holdings

Today

IPAV

17.0%in top 5

DRAM

in top 572.7%

IPAVStockDRAM

not top 5FGXXX19.2%

not top 5005930.K19.1%

not top 5000660.K16.4%

not top 5912797WN12.5%

not top 5912797VA5.5%

3.7%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.4%LT.NSnot top 5

3.1%5401.Tnot top 5

3.1%HOLN.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IPAV vs DRAM Returns, Every Period

Global XIPAV

+7.6%

past year

DRAMRoundhill

[…]

past year

Returns […]

IPAVDRAMFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IPAV vs CIBR

YTD

Global XIPAV

+3.7%

CIBRFirst Trust

+36.6%

+3.7%Year to date+36.6%

−17.2%Worst drop · 1Y−21.1%

19.2%Volatility · 1Y30.5%

1.6%Yield0.4%

$5.9MAssets$16.9B

3–1IPAV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IPAV, DRAM, CIBR, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IPAV0.55%$55

CIBR0.58%$58

DRAM0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IPAV, DRAM, CIBR, SMH

1.57%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.57%$157

CIBR0.40%$40

SMH0.22%$22

DRAM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, IPAV

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IPAV, DRAM, CIBR, SMH

Today

5.8%most shared, CIBR and SMH

IPAVDRAMCIBRSMH

IPAV—0.0%0.0%0.0%

DRAM0.0%—0.0%3.3%

CIBR0.0%0.0%—5.8%

SMH0.0%3.3%5.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.2%SMH, at 41.2% volatility

IPAVWorst drop−17.2%19.2% vol

CIBRWorst drop−21.1%30.5% vol

SMHWorst drop−24.6%41.2% vol

DRAMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IPAVSMH

+3.7%Year to date+40.0%

1.6%Yield0.2%

+7.6%Past year+38.2%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026