Compare · 3 funds side by side · dividends reinvested

PAVE, FCLD 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

PAVE, FCLD and SMH, 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%$60.7B1.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B2.1

Fidelity Cloud Computing ETFThematic · Cyber & cloud0.39%0.01%+32.2%+28.8%+28.7%+8.0%−17.6%31.2%$145M2.3

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: PAVE 2017 · FCLD 2021 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

PAVE

FCLD

Fidelity Cloud Computing ETF · $145M$14,677

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

PAVEMeasureFCLD

+11.8%Year to dateJan 1 → Nov 9+32.2%

+12.8%1 yearTotal return+28.8%

+22.3%3 years · per year$10,000 became $18,295 · $21,319+28.7%

+14.7%5 years · per year$10,000 became $19,862 · $14,677+8.0%

0.47%Expense ratio$47 · $39 a year on $10k · lower is better0.39%

0.81%Trailing 12-mo yield$81 · $1 a year on $10k0.01%

−15.3%Worst dropSmaller is better−17.6%

21.9%VolatilityLower is calmer31.2%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAVE vs FCLD: Top 5 Holdings

Today

PAVE

18.2%in top 5

FCLD

in top 521.9%

PAVEStockFCLD

not top 5MSFT5.5%

not top 5APP4.6%

not top 5CRM4.3%

not top 5EQIX4.0%

3.9%FASTnot top 5

3.8%EMRnot top 5

3.7%DEnot top 5

not top 5SNOW3.7%

3.5%NUEnot top 5

3.3%CRHnot top 5

Held in common0.0%

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

PAVE vs FCLD Returns, Every Period

Global XPAVE

+14.7%

5 years, per year

FCLDFidelity

+8.0%

5 years, per year

PAVEFCLDFaded: behind in that period

1–3FCLD wins

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

PAVE vs SMH

YTD

Global XPAVE

+11.8%

SMHVanEck

+35.3%

+11.8%Year to date+35.3%

−15.3%Worst drop · 1Y−33.1%

21.9%Volatility · 1Y43.1%

0.8%Yield0.2%

$13.0BAssets$60.7B

3–1PAVE wins

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

Cost, Income and Risk

Fees: PAVE, FCLD, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

FCLD0.39%$39

PAVE0.47%$47

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

Yields: PAVE, FCLD, SMH

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

SMH0.23%$23

FCLD0.01%$1

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

FCLD$1 − $39 = −$38

KeptFee

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

Overlap: PAVE, FCLD, SMH

Today

0.0%most shared, PAVE and FCLD

PAVEFCLDSMH

PAVE—0.0%0.0%

FCLD0.0%—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

+39.3%SMH, at 43.1% volatility

PAVEWorst drop−15.3%21.9% vol

FCLDWorst drop−17.6%31.2% 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

PAVESMH

+11.8%Year to date+35.3%

0.8%Yield0.2%

+12.8%Past year+39.3%

0.47%Fee0.35%

3–1SMH 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

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