Compare · 4 funds side by side · dividends reinvested

IPAV, SCHD, SOXX and SMH

IPAVGlobal X×SCHDSchwab×SOXXiShares×SMHVanEck×

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

02 / 04

IPAV, SCHD, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.6

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+4.5%[…][…]−17.2%19.5%$6M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IPAV 2024 · SCHD 2011 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IPAV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

IPAVMeasureSCHD

+0.4%Year to dateJan 1 → Nov 6+31.4%

+4.5%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.62%Trailing 12-mo yield$162 · $300 a year on $10k3.00%

−17.2%Worst dropSmaller is better−6.9%

19.5%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

IPAV vs SCHD: Top 5 Holdings

Today

IPAV

17.5%in top 5

SCHD

in top 521.4%

IPAVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%CNR.TOnot top 5

3.7%CP.TOnot top 5

3.5%LT.NSnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common0.0%

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

IPAV vs SCHD Returns, Every Period

Global XIPAV

+4.5%

past year

SCHDSchwab

+37.0%

past year

IPAVSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IPAV vs SCHD

YTD

Global XIPAV

+0.4%

SCHDSchwab

+31.4%

+0.4%Year to date+31.4%

−17.2%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.7%

1.6%Yield3.0%

$5.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IPAV, SCHD, SOXX, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

IPAV0.55%$55

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

Yields: IPAV, SCHD, SOXX, SMH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IPAV1.62%$162

SOXX0.76%$76

SMH0.24%$24

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IPAV$162 − $55 = $107

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

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

Overlap: IPAV, SCHD, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

IPAVSCHDSOXXSMH

IPAV—0.0%0.0%0.0%

SCHD0.0%—7.9%7.9%

SOXX0.0%7.9%—69.6%

SMH0.0%7.9%69.6%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IPAVWorst drop−17.2%19.5% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

SCHDSOXX

+31.4%Year to date+36.2%

3.0%Yield0.8%

+37.0%Past year+34.5%

0.06%Fee0.33%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026