Compare · 4 funds side by side · dividends reinvested

IPAV, DRAM, SMH and SOXX

IPAVGlobal X×DRAMRoundhill×SMHVanEck×SOXXiShares×

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

02 / 04

IPAV, DRAM, SMH and SOXX, 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

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.9

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$6M2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B4.0

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: IPAV 2024 · DRAM 2026 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

IPAV

SMH

VanEck Semiconductor ETF · $60.7B$36,298

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

IPAVMeasureSMH

+3.4%Year to dateJan 1 → Nov 9+35.3%

+8.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

1.58%Trailing 12-mo yield$158 · $23 a year on $10k0.23%

−17.2%Worst dropSmaller is better−33.1%

19.6%VolatilityLower is calmer43.1%

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

3–3Level

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

More Ways to See the Pairs

IPAV vs SMH: Top 5 Holdings

Today

IPAV

17.6%in top 5

SMH

in top 547.7%

IPAVStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

3.7%CNR.TOnot top 5

3.7%LT.NSnot top 5

3.7%CP.TOnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common0.0%

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

IPAV vs SMH Returns, Every Period

Global XIPAV

+8.8%

past year

SMHVanEck

+39.3%

past year

IPAVSMHFaded: behind in that period

0–2SMH wins

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

IPAV vs SOXX

YTD

Global XIPAV

+3.4%

SOXXiShares

+46.5%

+3.4%Year to date+46.5%

−17.2%Worst drop · 1Y−39.5%

19.6%Volatility · 1Y49.8%

1.6%Yield0.7%

$5.9MAssets$39.1B

3–1IPAV wins

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

Cost, Income and Risk

Fees: IPAV, DRAM, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

IPAV0.55%$55

DRAM0.65%$65

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

Yields: IPAV, DRAM, SMH, SOXX

1.58%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.58%$158

SOXX0.71%$71

SMH0.23%$23

DRAM0.00%$0

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

Income After Fees on $10,000

$103most kept, IPAV

IPAV$158 − $55 = $103

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: IPAV, DRAM, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

IPAVDRAMSMHSOXX

IPAV—0.0%0.0%0.0%

DRAM0.0%—3.1%3.1%

SMH0.0%3.1%—69.6%

SOXX0.0%3.1%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

IPAVWorst drop−17.2%19.6% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

IPAVSOXX

+3.4%Year to date+46.5%

1.6%Yield0.7%

+8.8%Past year+48.5%

0.55%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026