Compare · 3 funds side by side · dividends reinvested

PAVE, ELFY and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

PAVE, ELFY and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.8

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.23%+2.3%−1.4%[…][…]−22.4%22.4%$152M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PAVE 2017 · ELFY 2025 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Infrastructure Development ETF · $14.0B$19,175

PAVE

ELFY

ALPS Electrification Infrastructure ETF · $152M[…]

$10,000 five years ago, dividends reinvested · they hold 14.1% in common

PAVEMeasureELFY

+7.2%Year to dateJan 1 → Nov 6+2.3%

+7.7%1 yearTotal return−1.4%

+21.4%3 years · per year$10,000 became $17,906 · […][…]

+13.9%5 years · per year$10,000 became $19,175 · […][…]

0.47%Expense ratio$47 · $50 a year on $10k · lower is better0.50%

0.84%Trailing 12-mo yield$84 · $123 a year on $10k1.23%

−15.3%Worst dropSmaller is better−22.4%

21.5%VolatilityLower is calmer22.4%

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

5–1PAVE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAVE vs ELFY: Top 5 Holdings

Today

PAVE

18.3%in top 5

ELFY

in top 55.8%

PAVEStockELFY

3.9%FASTnot top 5

3.8%EMRnot top 5

3.7%DEnot top 5

3.5%NUEnot top 5

3.4%UNPnot top 5

not top 5NXT1.2%

not top 5BKH1.2%

not top 5ED1.1%

not top 5TTEK1.1%

not top 5FTS1.1%

Held in common14.1%

End-of-day Nov 6, 2026 · share of each fund

PAVE vs ELFY Returns, Every Period

Global XPAVE

+7.7%

past year

ELFYALPS

−1.4%

past year

PAVEELFYFaded: behind in that period

2–0PAVE wins

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

PAVE vs ELFY

YTD

Global XPAVE

+7.2%

ELFYALPS

+2.3%

+7.2%Year to date+2.3%

−15.3%Worst drop · 1Y−22.4%

21.5%Volatility · 1Y22.4%

0.8%Yield1.2%

$14.0BAssets$152M

3–1PAVE wins

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

Cost, Income and Risk

Fees: PAVE, ELFY, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

ELFY0.50%$50

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

Yields: PAVE, ELFY, SMH

1.23%highest, ELFY

FundTrailing yieldYield$10k

ELFY1.23%$123

PAVE0.84%$84

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, ELFY

ELFY$123 − $50 = $73

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PAVE, ELFY, SMH

Today

14.1%most shared, PAVE and ELFY

PAVEELFYSMH

PAVE—14.1%0.0%

ELFY14.1%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

PAVEWorst drop−15.3%21.5% vol

ELFYWorst drop−22.4%22.4% 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

ELFYSMH

+2.3%Year to date+28.8%

1.2%Yield0.2%

−1.4%Past year+29.5%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026