Compare · 3 funds side by side · dividends reinvested

IPAV, SMH and PAVE

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, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.2B1.9

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.7%+7.6%[…][…]−17.2%19.2%$6M2.2

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 · SMH 2011 · PAVE 2017

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 · $65.4B$33,824

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

IPAVMeasureSMH

+3.7%Year to dateJan 1 → Nov 5+40.0%

+7.6%1 yearTotal return+38.2%

[…]3 years · per year$10,000 became […] · $37,049+54.7%

[…]5 years · per year$10,000 became […] · $38,820+31.2%

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

1.57%Trailing 12-mo yield$157 · $22 a year on $10k0.22%

−17.2%Worst dropSmaller is better−24.6%

19.2%VolatilityLower is calmer41.2%

IPAVSMH 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 SMH: Top 5 Holdings

Today

IPAV

17.2%in top 5

SMH

in top 547.4%

IPAVStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

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 SMH Returns, Every Period

Global XIPAV

+7.6%

past year

SMHVanEck

+38.2%

past year

IPAVSMHFaded: behind in that period

0–2SMH wins

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

IPAV vs PAVE

YTD

Global XIPAV

+3.7%

PAVEGlobal X

+13.0%

+3.7%Year to date+13.0%

−17.2%Worst drop · 1Y−13.8%

19.2%Volatility · 1Y20.6%

1.6%Yield0.8%

$5.9MAssets$14.2B

2–2level

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

Cost, Income and Risk

Fees: IPAV, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

IPAV0.55%$55

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

Yields: IPAV, SMH, PAVE

1.57%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.57%$157

PAVE0.80%$80

SMH0.22%$22

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

Income After Fees on $10,000

$102most kept, IPAV

IPAV$157 − $55 = $102

PAVE$80 − $47 = $33

SMH$22 − $35 = −$13

KeptFee

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

Overlap: IPAV, SMH, PAVE

Today

0.0%most shared, IPAV and SMH

IPAVSMHPAVE

IPAV—0.0%0.0%

SMH0.0%—0.0%

PAVE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IPAVWorst drop−17.2%19.2% vol

PAVEWorst drop−13.8%20.6% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

IPAVSMH

+3.7%Year to date+40.0%

1.6%Yield0.2%

+7.6%Past year+38.2%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026