Compare · 4 funds side by side · dividends reinvested

IPAV, SHPP, XLK and SMH

IPAVGlobal X×SHPPPacer×XLKSPDR×SMHVanEck×

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, SHPP, XLK and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.05%+19.0%+23.7%+15.2%[…]−11.1%16.2%$2M2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B2.4

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$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 9, 2026 · returns include dividends · since: IPAV 2024 · SHPP 2022 · XLK 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IPAV

SHPP

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

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

IPAVMeasureSHPP

+3.4%Year to dateJan 1 → Nov 9+19.0%

+8.8%1 yearTotal return+23.7%

[…]3 years · per year$10,000 became […] · $15,291+15.2%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $60 a year on $10k · lower is better0.60%

1.58%Trailing 12-mo yield$158 · $305 a year on $10k3.05%

−17.2%Worst dropSmaller is better−11.1%

19.6%VolatilityLower is calmer16.2%

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

1–5SHPP wins

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 SHPP: Top 5 Holdings

Today

IPAV

17.6%in top 5

SHPP

in top 538.5%

IPAVStockSHPP

not top 5SAP.DE11.9%

not top 5UNP9.3%

not top 5ABBN.SW8.0%

not top 5CSX4.9%

not top 5UPS4.4%

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 common7.4%

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

IPAV vs SHPP Returns, Every Period

Global XIPAV

+8.8%

past year

SHPPPacer

+23.7%

past year

IPAVSHPPFaded: behind in that period

0–2SHPP wins

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

Thematic vs Sector: IPAV vs SHPP

YTD

Global XIPAV

+3.4%

SHPPPacer

+19.0%

+3.4%Year to date+19.0%

−17.2%Worst drop · 1Y−11.1%

19.6%Volatility · 1Y16.2%

1.6%Yield3.0%

$5.9MAssets$2.0M

4–0SHPP wins

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

Cost, Income and Risk

Fees: IPAV, SHPP, XLK, SMH

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

SMH0.35%$35

IPAV0.55%$55

SHPP0.60%$60

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

Yields: IPAV, SHPP, XLK, SMH

3.05%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.05%$305

IPAV1.58%$158

XLK0.49%$49

SMH0.23%$23

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

Income After Fees on $10,000

$245most kept, SHPP

SHPP$305 − $60 = $245

IPAV$158 − $55 = $103

XLK$49 − $8 = $41

SMH$23 − $35 = −$12

KeptFee

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

Overlap: IPAV, SHPP, XLK, SMH

Today

41.4%most shared, XLK and SMH

IPAVSHPPXLKSMH

IPAV—7.4%0.0%0.0%

SHPP7.4%—0.0%0.0%

XLK0.0%0.0%—41.4%

SMH0.0%0.0%41.4%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

SHPPWorst drop−11.1%16.2% vol

IPAVWorst drop−17.2%19.6% vol

XLKWorst drop−19.6%28.6% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SHPPSMH

+19.0%Year to date+35.3%

3.0%Yield0.2%

+23.7%Past year+39.3%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026