Compare · 3 funds side by side · dividends reinvested

IPAV, SHPP 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, SHPP and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+18.8%+23.0%+16.0%[…]−11.1%16.0%$2M1.7

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%$6M2.3

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 · SHPP 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Industrials and Logistics ETF · $2M[…]

SHPP

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

SHPPMeasureSMH

+18.8%Year to dateJan 1 → Nov 5+24.3%

+23.0%1 yearTotal return+27.3%

+16.0%3 years · per year$10,000 became $15,627 · $32,662+48.4%

[…]5 years · per year$10,000 became […] · $33,824+27.6%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

3.05%Trailing 12-mo yield$305 · $25 a year on $10k0.25%

−11.1%Worst dropSmaller is better−33.1%

16.0%VolatilityLower is calmer42.8%

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

3–4SMH wins

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

More Ways to See the Pairs

SHPP vs SMH: Top 5 Holdings

Today

SHPP

38.4%in top 5

SMH

in top 547.4%

SHPPStockSMH

not top 5NVDA20.5%

11.6%SAP.DEnot top 5

not top 5TSM9.7%

9.4%UNPnot top 5

8.1%ABBN.SWnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.9%CSXnot top 5

4.4%UPSnot top 5

Held in common0.0%

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

SHPP vs SMH Returns, Every Period

PacerSHPP

+23.0%

past year

SMHVanEck

+27.3%

past year

SHPPSMHFaded: behind in that period

0–3SMH wins

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

Sector vs Thematic: SHPP vs IPAV

YTD

PacerSHPP

+18.8%

IPAVGlobal X

+0.4%

+18.8%Year to date+0.4%

−11.1%Worst drop · 1Y−17.2%

16.0%Volatility · 1Y19.5%

3.1%Yield1.6%

$2.1MAssets$5.9M

4–0SHPP wins

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

Cost, Income and Risk

Fees: IPAV, SHPP, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

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

Yields: IPAV, SHPP, SMH

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

IPAV1.62%$162

SMH0.25%$25

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

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

KeptFee

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

Overlap: IPAV, SHPP, SMH

Today

7.4%most shared, IPAV and SHPP

IPAVSHPPSMH

IPAV—7.4%0.0%

SHPP7.4%—0.0%

SMH0.0%0.0%—

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

SHPPWorst drop−11.1%16.0% vol

IPAVWorst drop−17.2%19.5% 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

SHPPSMH

+18.8%Year to date+24.3%

3.1%Yield0.2%

+23.0%Past year+27.3%

0.60%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