Compare · 4 funds side by side · dividends reinvested

IPAV, VGT, SMH and XLE

IPAVGlobal X×VGTVanguard×SMHVanEck×XLESPDR×

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, VGT, SMH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.8

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 · VGT 2004 · SMH 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IPAV

VGT

Vanguard Information Technology ETF · $155B$20,649

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

IPAVMeasureVGT

+0.4%Year to dateJan 1 → Nov 6+15.6%

+4.5%1 yearTotal return+12.1%

[…]3 years · per year$10,000 became […] · $21,289+28.6%

[…]5 years · per year$10,000 became […] · $20,649+15.6%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

1.62%Trailing 12-mo yield$162 · $44 a year on $10k0.44%

−17.2%Worst dropSmaller is better−17.5%

19.5%VolatilityLower is calmer26.5%

IPAVVGT 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 VGT: Top 5 Holdings

Today

IPAV

17.5%in top 5

VGT

in top 553.2%

IPAVStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

not top 5MU4.5%

not top 5AVGO4.1%

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 VGT Returns, Every Period

Global XIPAV

+4.5%

past year

VGTVanguard

+12.1%

past year

IPAVVGTFaded: behind in that period

0–2VGT wins

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

Thematic vs Sector: IPAV vs XLE

YTD

Global XIPAV

+0.4%

XLESPDR

+40.6%

+0.4%Year to date+40.6%

−17.2%Worst drop · 1Y−15.0%

19.5%Volatility · 1Y23.3%

1.6%Yield2.5%

$6.0MAssets$42.0B

3–1XLE wins

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

Cost, Income and Risk

Fees: IPAV, VGT, SMH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

SMH0.35%$35

IPAV0.55%$55

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

Yields: IPAV, VGT, SMH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

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

$239most kept, XLE

XLE$247 − $8 = $239

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, VGT, SMH, XLE

Today

41.0%most shared, VGT and SMH

IPAVVGTSMHXLE

IPAV—0.0%0.0%0.0%

VGT0.0%—41.0%0.0%

SMH0.0%41.0%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

IPAVWorst drop−17.2%19.5% vol

XLEWorst drop−15.0%23.3% 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

XLESMH

+40.6%Year to date+28.8%

2.5%Yield0.2%

+45.0%Past year+29.5%

0.08%Fee0.35%

4–0XLE 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

$37.6BAssets$57.7B

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026