Compare · 4 funds side by side · dividends reinvested

PPA, SHLD, SMH and CIBR

PPAInvesco×SHLDGlobal X×SMHVanEck×CIBRFirst Trust×

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

02 / 04

PPA, SHLD, SMH and CIBR, 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%$60.7B2.1

Invesco Aerospace & Defense ETFThematic · Defense & space0.58%0.41%+2.1%+4.8%+24.8%+17.4%−18.4%22.5%$7.2B2.5

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.5

Global X - Defense Tech ETFThematic · Defense & space0.50%0.70%−5.7%−5.8%+32.9%[…]−25.4%26.1%$5.9B2.6

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: PPA 2005 · SHLD 2023 · SMH 2011 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Aerospace & Defense ETF · $7.2B$22,289

PPA

SHLD

Global X - Defense Tech ETF · $5.9B[…]

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

PPAMeasureSHLD

+2.1%Year to dateJan 1 → Nov 9−5.7%

+4.8%1 yearTotal return−5.8%

+24.8%3 years · per year$10,000 became $19,429 · $23,450+32.9%

+17.4%5 years · per year$10,000 became $22,289 · […][…]

0.58%Expense ratio$58 · $50 a year on $10k · lower is better0.50%

0.41%Trailing 12-mo yield$41 · $70 a year on $10k0.70%

−18.4%Worst dropSmaller is better−25.4%

22.5%VolatilityLower is calmer26.1%

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

4–3PPA wins

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

More Ways to See the Pairs

PPA vs SHLD: Top 5 Holdings

Today

PPA

41.6%in top 5

SHLD

in top 547.1%

PPAStockSHLD

not top 5PLTR10.4%

9.3%RTX9.5%

9.5%GEnot top 5

9.0%LMT9.5%

5.6%GD9.2%

not top 5NOC8.4%

8.2%BAnot top 5

Held in common40.2%

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

PPA vs SHLD Returns, Every Period

InvescoPPA

+4.8%

past year

SHLDGlobal X

−5.8%

past year

PPASHLDFaded: behind in that period

2–1PPA wins

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

PPA vs SHLD

YTD

InvescoPPA

+2.1%

SHLDGlobal X

−5.7%

+2.1%Year to date−5.7%

−18.4%Worst drop · 1Y−25.4%

22.5%Volatility · 1Y26.1%

0.4%Yield0.7%

$7.2BAssets$5.9B

3–1PPA wins

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

Cost, Income and Risk

Fees: PPA, SHLD, SMH, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

SHLD0.50%$50

PPA0.58%$58

CIBR0.58%$58

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

Yields: PPA, SHLD, SMH, CIBR

0.70%highest, SHLD

FundTrailing yieldYield$10k

SHLD0.70%$70

CIBR0.42%$42

PPA0.41%$41

SMH0.23%$23

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

Income After Fees on $10,000

$20most kept, SHLD

SHLD$70 − $50 = $20

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

PPA$41 − $58 = −$17

KeptFee

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

Overlap: PPA, SHLD, SMH, CIBR

Today

40.2%most shared, PPA and SHLD

PPASHLDSMHCIBR

PPA—40.2%0.0%2.1%

SHLD40.2%—0.0%4.0%

SMH0.0%0.0%—5.7%

CIBR2.1%4.0%5.7%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

PPAWorst drop−18.4%22.5% vol

SHLDWorst drop−25.4%26.1% vol

CIBRWorst drop−20.6%31.3% 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

SHLDSMH

−5.7%Year to date+35.3%

0.7%Yield0.2%

−5.8%Past year+39.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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