Compare · 3 funds side by side · dividends reinvested

IPAV, XLE and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

IPAV, XLE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.4

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%1.59%+2.5%+7.9%[…][…]−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 9, 2026 · returns include dividends · since: IPAV 2024 · XLE 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

IPAV

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

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

SMHMeasureIPAV

+35.3%Year to dateJan 1 → Nov 9+2.5%

+39.3%1 yearTotal return+7.9%

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

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

0.35%Expense ratio$35 · $55 a year on $10k · lower is better0.55%

0.23%Trailing 12-mo yield$23 · $159 a year on $10k1.59%

−33.1%Worst dropSmaller is better−17.2%

43.1%VolatilityLower is calmer19.5%

SMHIPAV 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

SMH vs IPAV: Top 5 Holdings

Today

SMH

47.8%in top 5

IPAV

in top 517.5%

SMHStockIPAV

21.0%NVDAnot top 5

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5CNR.TO3.7%

not top 5CP.TO3.7%

not top 5LT.NS3.5%

not top 5HEI.DE3.3%

not top 5HOLN.SW3.3%

Held in common0.0%

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

SMH vs IPAV Returns, Every Period

VanEckSMH

+39.3%

past year

IPAVGlobal X

+7.9%

past year

SMHIPAVFaded: behind in that period

2–0SMH wins

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

Thematic vs Sector: SMH vs XLE

YTD

VanEckSMH

+35.3%

XLESPDR

+41.3%

+35.3%Year to date+41.3%

−33.1%Worst drop · 1Y−15.0%

43.1%Volatility · 1Y23.3%

0.2%Yield2.5%

$60.7BAssets$40.5B

4–0XLE wins

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

Cost, Income and Risk

Fees: IPAV, XLE, SMH

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

SMH0.35%$35

IPAV0.55%$55

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

Yields: IPAV, XLE, SMH

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

IPAV1.59%$159

SMH0.23%$23

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IPAV$159 − $55 = $104

SMH$23 − $35 = −$12

KeptFee

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

Overlap: IPAV, XLE, SMH

Today

0.0%most shared, IPAV and XLE

IPAVXLESMH

IPAV—0.0%0.0%

XLE0.0%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

IPAVWorst drop−17.2%19.5% vol

XLEWorst drop−15.0%23.3% 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

XLESMH

+41.3%Year to date+35.3%

2.5%Yield0.2%

+44.3%Past year+39.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026