Compare · 3 funds side by side · dividends reinvested

IPAV, IDGT and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

IPAV, IDGT and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.8

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+5.4%[…][…]−17.2%19.5%$6M2.0

iShares U.S. Digital Infrastructure and Real Estate ETFThematic · Infrastructure0.37%0.93%+16.8%+13.8%+22.2%+7.7%−25.3%27.5%$477M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IPAV 2024 · IDGT 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IPAV

IDGT

iShares U.S. Digital Infrastructure and Real Estate ETF · $477M$14,478

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

IPAVMeasureIDGT

+0.4%Year to dateJan 1 → Nov 5+16.8%

+5.4%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $18,259+22.2%

[…]5 years · per year$10,000 became […] · $14,477+7.7%

0.55%Expense ratio$55 · $37 a year on $10k · lower is better0.37%

1.62%Trailing 12-mo yield$162 · $93 a year on $10k0.93%

−17.2%Worst dropSmaller is better−25.3%

19.5%VolatilityLower is calmer27.5%

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

3–3Level

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

More Ways to See the Pairs

IPAV vs IDGT: Top 5 Holdings

Today

IPAV

17.2%in top 5

IDGT

in top 543.0%

IPAVStockIDGT

not top 5AMT10.6%

not top 5EQIX9.8%

not top 5SBAC8.3%

not top 5CCI7.3%

not top 5FSLY7.0%

3.8%CNR.TOnot top 5

3.6%CP.TOnot top 5

3.4%LT.NSnot top 5

3.2%HOLN.SWnot top 5

3.2%HEI.DEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IPAV vs IDGT Returns, Every Period

Global XIPAV

+5.4%

past year

IDGTiShares

+13.8%

past year

IPAVIDGTFaded: behind in that period

0–2IDGT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IPAV vs IDGT

YTD

Global XIPAV

+0.4%

IDGTiShares

+16.8%

+0.4%Year to date+16.8%

−17.2%Worst drop · 1Y−25.3%

19.5%Volatility · 1Y27.5%

1.6%Yield0.9%

$5.9MAssets$477M

3–1IPAV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IPAV, IDGT, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IDGT0.37%$37

IPAV0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IPAV, IDGT, SMH

1.62%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.62%$162

IDGT0.93%$93

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, IPAV

IPAV$162 − $55 = $107

IDGT$93 − $37 = $56

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IPAV, IDGT, SMH

Today

3.9%most shared, IDGT and SMH

IPAVIDGTSMH

IPAV—0.0%0.0%

IDGT0.0%—3.9%

SMH0.0%3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

IPAVWorst drop−17.2%19.5% vol

IDGTWorst drop−25.3%27.5% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IPAVSMH

+0.4%Year to date+24.3%

1.6%Yield0.2%

+5.4%Past year+27.3%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026