Compare · 4 funds side by side · dividends reinvested

PIPE, SCHD, SOXX and SMH

PIPEInvesco×SCHDSchwab×SOXXiShares×SMHVanEck×

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

02 / 04

PIPE, SCHD, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B2.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.11%+21.3%+27.0%[…][…]−10.7%17.4%$60M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PIPE 2025 · SCHD 2011 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $60M[…]

PIPE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PIPEMeasureSCHD

+21.3%Year to dateJan 1 → Nov 9+33.2%

+27.0%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

4.11%Trailing 12-mo yield$411 · $296 a year on $10k2.96%

−10.7%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

1–5SCHD wins

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

More Ways to See the Pairs

PIPE vs SCHD: Top 5 Holdings

Today

PIPE

32.6%in top 5

SCHD

in top 521.4%

PIPEStockSCHD

8.5%TRGPnot top 5

6.7%PAGPnot top 5

6.0%TRPnot top 5

6.0%WMBnot top 5

5.3%LNGnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.3%

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

PIPE vs SCHD Returns, Every Period

InvescoPIPE

+27.0%

past year

SCHDSchwab

+39.1%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: PIPE vs SCHD

YTD

InvescoPIPE

+21.3%

SCHDSchwab

+33.2%

+21.3%Year to date+33.2%

−10.7%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.8%

4.1%Yield3.0%

$60.1MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PIPE, SCHD, SOXX, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

SMH0.35%$35

PIPE0.75%$75

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

Yields: PIPE, SCHD, SOXX, SMH

4.11%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.11%$411

SCHD2.96%$296

SOXX0.71%$71

SMH0.23%$23

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

Income After Fees on $10,000

$336most kept, PIPE

PIPE$411 − $75 = $336

SCHD$296 − $6 = $290

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

KeptFee

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

Overlap: PIPE, SCHD, SOXX, SMH

Today

69.6%most shared, SOXX and SMH

PIPESCHDSOXXSMH

PIPE—1.3%0.0%0.0%

SCHD1.3%—8.2%8.2%

SOXX0.0%8.2%—69.6%

SMH0.0%8.2%69.6%—

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

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

SCHDWorst drop−6.9%11.8% vol

PIPEWorst drop−10.7%17.4% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PIPESOXX

+21.3%Year to date+46.5%

4.1%Yield0.7%

+27.0%Past year+48.5%

0.75%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026