Compare · 4 funds side by side · dividends reinvested

IPAV, VCLN, SMH and CIBR

IPAVGlobal X×VCLNVirtus×SMHVanEck×CIBRFirst Trust×

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, VCLN, SMH and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.1

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$6M2.2

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.4

Virtus Duff & Phelps Clean Energy ETFThematic · Clean energy & EV0.59%2.01%+3.8%+1.9%+19.8%−0.5%−30.8%30.7%$5M2.9

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 · VCLN 2021 · SMH 2011 · CIBR 2015

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$36,298

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

IPAVMeasureSMH

+3.4%Year to dateJan 1 → Nov 9+35.3%

+8.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $33,815+50.1%

[…]5 years · per year$10,000 became […] · $36,298+29.4%

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

1.58%Trailing 12-mo yield$158 · $23 a year on $10k0.23%

−17.2%Worst dropSmaller is better−33.1%

19.6%VolatilityLower is calmer43.1%

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

3–3Level

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 SMH: Top 5 Holdings

Today

IPAV

17.6%in top 5

SMH

in top 547.7%

IPAVStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

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 common0.0%

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

IPAV vs SMH Returns, Every Period

Global XIPAV

+8.8%

past year

SMHVanEck

+39.3%

past year

IPAVSMHFaded: behind in that period

0–2SMH wins

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

IPAV vs VCLN

YTD

Global XIPAV

+3.4%

VCLNVirtus

+3.8%

+3.4%Year to date+3.8%

−17.2%Worst drop · 1Y−30.8%

19.6%Volatility · 1Y30.7%

1.6%Yield2.0%

$5.9MAssets$5.2M

2–2level

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

Cost, Income and Risk

Fees: IPAV, VCLN, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IPAV0.55%$55

CIBR0.58%$58

VCLN0.59%$59

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

Yields: IPAV, VCLN, SMH, CIBR

2.01%highest, VCLN

FundTrailing yieldYield$10k

VCLN2.01%$201

IPAV1.58%$158

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$142most kept, VCLN

VCLN$201 − $59 = $142

IPAV$158 − $55 = $103

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: IPAV, VCLN, SMH, CIBR

Today

5.7%most shared, SMH and CIBR

IPAVVCLNSMHCIBR

IPAV—3.0%0.0%0.0%

VCLN3.0%—0.0%0.0%

SMH0.0%0.0%—5.7%

CIBR0.0%0.0%5.7%—

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

IPAVWorst drop−17.2%19.6% vol

VCLNWorst drop−30.8%30.7% vol

CIBRWorst drop−20.6%31.3% 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

VCLNSMH

+3.8%Year to date+35.3%

2.0%Yield0.2%

+1.9%Past year+39.3%

0.59%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

$39.1BAssets$60.7B

2–0SOXX wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026