Compare · 3 funds side by side · dividends reinvested

PAVE, SMH and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

PAVE, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.95%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$42.6B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.9

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.2B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: PAVE 2017 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Infrastructure Development ETF · $14.2B$19,029

PAVE

SMH

VanEck Semiconductor ETF · $65.4B$33,824

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

PAVEMeasureSMH

+6.3%Year to dateJan 1 → Nov 5+24.3%

+7.4%1 yearTotal return+27.3%

+21.6%3 years · per year$10,000 became $17,989 · $32,662+48.4%

+13.7%5 years · per year$10,000 became $19,028 · $33,824+27.6%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

0.85%Trailing 12-mo yield$85 · $25 a year on $10k0.25%

−15.3%Worst dropSmaller is better−33.1%

21.5%VolatilityLower is calmer42.8%

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

3–5SMH wins

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

More Ways to See the Pairs

PAVE vs SMH: Top 5 Holdings

Today

PAVE

18.0%in top 5

SMH

in top 547.4%

PAVEStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

3.8%EMRnot top 5

3.7%FASTnot top 5

3.6%NUEnot top 5

3.6%DEnot top 5

3.3%UNPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PAVE vs SMH Returns, Every Period

Global XPAVE

+13.7%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

PAVESMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PAVE vs SOXX

YTD

Global XPAVE

+6.3%

SOXXiShares

+31.6%

+6.3%Year to date+31.6%

−15.3%Worst drop · 1Y−39.5%

21.5%Volatility · 1Y49.4%

0.8%Yield0.9%

$14.2BAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PAVE, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

PAVE0.47%$47

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PAVE, SMH, SOXX

0.95%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.95%$95

PAVE0.85%$85

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PAVE, SMH, SOXX

Today

69.8%most shared, SMH and SOXX

PAVESMHSOXX

PAVE—0.0%0.0%

SMH0.0%—69.8%

SOXX0.0%69.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.0%SOXX, at 49.4% volatility

PAVEWorst drop−15.3%21.5% vol

SMHWorst drop−33.1%42.8% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SOXXSMH

+31.6%Year to date+24.3%

0.9%Yield0.2%

+34.0%Past year+27.3%

0.33%Fee0.35%

4–0SOXX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026