Compare · 4 funds side by side · dividends reinvested

IPAV, SHPP, SMH and VGT

IPAVGlobal X×SHPPPacer×SMHVanEck×VGTVanguard×

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, SHPP, SMH and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.11%+16.5%+20.1%+15.1%[…]−11.1%16.1%$2M2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.5

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.62%+0.4%+4.5%[…][…]−17.2%19.5%$6M2.8

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 · SHPP 2022 · SMH 2011 · VGT 2004

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$34,950

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

IPAVMeasureSMH

+0.4%Year to dateJan 1 → Nov 6+28.8%

+4.5%1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

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

1.62%Trailing 12-mo yield$162 · $24 a year on $10k0.24%

−17.2%Worst dropSmaller is better−33.1%

19.5%VolatilityLower is calmer42.9%

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

3–3Level

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 SMH: Top 5 Holdings

Today

IPAV

17.5%in top 5

SMH

in top 547.8%

IPAVStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

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 SMH Returns, Every Period

Global XIPAV

+4.5%

past year

SMHVanEck

+29.5%

past year

IPAVSMHFaded: behind in that period

0–2SMH wins

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

Thematic vs Sector: IPAV vs SHPP

YTD

Global XIPAV

+0.4%

SHPPPacer

+16.5%

+0.4%Year to date+16.5%

−17.2%Worst drop · 1Y−11.1%

19.5%Volatility · 1Y16.1%

1.6%Yield3.1%

$6.0MAssets$2.0M

4–0SHPP wins

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

Cost, Income and Risk

Fees: IPAV, SHPP, SMH, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

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

Yields: IPAV, SHPP, SMH, VGT

3.11%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.11%$311

IPAV1.62%$162

VGT0.44%$44

SMH0.24%$24

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

Income After Fees on $10,000

$251most kept, SHPP

SHPP$311 − $60 = $251

IPAV$162 − $55 = $107

VGT$44 − $9 = $35

SMH$24 − $35 = −$11

KeptFee

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

Overlap: IPAV, SHPP, SMH, VGT

Today

41.0%most shared, SMH and VGT

IPAVSHPPSMHVGT

IPAV—7.4%0.0%0.0%

SHPP7.4%—0.0%0.1%

SMH0.0%0.0%—41.0%

VGT0.0%0.1%41.0%—

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

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

SHPPWorst drop−11.1%16.1% vol

IPAVWorst drop−17.2%19.5% vol

VGTWorst drop−17.5%26.5% 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

SHPPSMH

+16.5%Year to date+28.8%

3.1%Yield0.2%

+20.1%Past year+29.5%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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