Compare · 4 funds side by side · dividends reinvested

PAVE, WCBR, ITA and SOXX

PAVEGlobal X×WCBRWisdomTree×ITAiShares×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,093SOXX · best of the four

02 / 04

PAVE, WCBR, ITA 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%$42.6B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.2B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+50.7%+37.3%+29.2%+7.9%−29.1%41.4%$213M2.6

iShares U.S. Aerospace & Defense ETFThematic · Defense & space0.37%0.83%−4.6%−3.3%+23.8%+15.3%−20.0%23.7%$12.2B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PAVE 2017 · WCBR 2021 · ITA 2006 · 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

WCBR

WisdomTree Cybersecurity Fund · $213M$14,639

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

PAVEMeasureWCBR

+6.3%Year to dateJan 1 → Nov 5+50.7%

+7.4%1 yearTotal return+37.3%

+21.6%3 years · per year$10,000 became $17,989 · $21,545+29.2%

+13.7%5 years · per year$10,000 became $19,028 · $14,639+7.9%

0.47%Expense ratio$47 · $45 a year on $10k · lower is better0.45%

0.85%Trailing 12-mo yield$85 · $0 a year on $10k0.00%

−15.3%Worst dropSmaller is better−29.1%

21.5%VolatilityLower is calmer41.4%

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

4–4Level

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 WCBR: Top 5 Holdings

Today

PAVE

18.0%in top 5

WCBR

in top 530.4%

PAVEStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

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 WCBR Returns, Every Period

Global XPAVE

+13.7%

5 years, per year

WCBRWisdomTree

+7.9%

5 years, per year

PAVEWCBRFaded: behind in that period

1–3WCBR 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, WCBR, ITA, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

ITA0.37%$37

WCBR0.45%$45

PAVE0.47%$47

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

Yields: PAVE, WCBR, ITA, SOXX

0.95%highest, SOXX

FundTrailing yieldYield$10k

SOXX0.95%$95

PAVE0.85%$85

ITA0.83%$83

WCBR0.00%$0

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

Income After Fees on $10,000

$62most kept, SOXX

SOXX$95 − $33 = $62

ITA$83 − $37 = $46

PAVE$85 − $47 = $38

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: PAVE, WCBR, ITA, SOXX

Today

5.9%most shared, PAVE and ITA

PAVEWCBRITASOXX

PAVE—0.0%5.9%0.0%

WCBR0.0%—0.0%0.0%

ITA5.9%0.0%—0.0%

SOXX0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.4% volatility

PAVEWorst drop−15.3%21.5% vol

ITAWorst drop−20.0%23.7% vol

WCBRWorst drop−29.1%41.4% 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

SOXXWCBR

+31.6%Year to date+50.7%

0.9%Yield0.0%

+34.0%Past year+37.3%

0.33%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

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