Compare · 4 funds side by side · dividends reinvested

PSWD, SKYY, SMH and PAVE

PSWDXtrackers×SKYYFirst Trust×SMHVanEck×PAVEGlobal X×

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

02 / 04

PSWD, SKYY, SMH and PAVE, 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

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B2.3

Xtrackers Cybersecurity Select Equity ETFThematic · Cyber & cloud0.20%0.62%+31.8%+23.2%+22.1%[…]−21.6%32.5%$6M2.3

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+15.9%+10.1%+26.9%+5.9%−25.4%32.0%$3.0B3.1

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: PSWD 2023 · SKYY 2011 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Cybersecurity Select Equity ETF · $6M[…]

PSWD

SKYY

First Trust Cloud Computing ETF · $3.0B$13,332

$10,000 five years ago, dividends reinvested · they hold 13.1% in common

PSWDMeasureSKYY

+31.8%Year to dateJan 1 → Nov 9+15.9%

+23.2%1 yearTotal return+10.1%

+22.1%3 years · per year$10,000 became $18,218 · $20,430+26.9%

[…]5 years · per year$10,000 became […] · $13,332+5.9%

0.20%Expense ratio$20 · $60 a year on $10k · lower is better0.60%

0.62%Trailing 12-mo yield$62 · $0 a year on $10k0.00%

−21.6%Worst dropSmaller is better−25.4%

32.5%VolatilityLower is calmer32.0%

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

5–2PSWD wins

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

More Ways to See the Pairs

PSWD vs SKYY: Top 5 Holdings

Today

PSWD

26.9%in top 5

SKYY

in top 519.4%

PSWDStockSKYY

5.6%0Y9S.Lnot top 5

5.5%NTSKnot top 5

5.5%TENBnot top 5

5.3%CACInot top 5

5.0%VRNSnot top 5

not top 5IBM4.1%

not top 5MSFT4.1%

not top 5P4.0%

not top 5AMZN3.9%

not top 5ANET3.4%

Held in common13.1%

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

PSWD vs SKYY Returns, Every Period

XtrackersPSWD

+23.2%

past year

SKYYFirst Trust

+10.1%

past year

PSWDSKYYFaded: behind in that period

2–1PSWD wins

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

PSWD vs PAVE

YTD

XtrackersPSWD

+31.8%

PAVEGlobal X

+11.8%

+31.8%Year to date+11.8%

−21.6%Worst drop · 1Y−15.3%

32.5%Volatility · 1Y21.9%

0.6%Yield0.8%

$5.6MAssets$13.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: PSWD, SKYY, SMH, PAVE

Today

0.20%lowest, PSWD

FundExpense ratioFee$10k

PSWD0.20%$20

SMH0.35%$35

PAVE0.47%$47

SKYY0.60%$60

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

Yields: PSWD, SKYY, SMH, PAVE

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

PSWD0.62%$62

SMH0.23%$23

SKYY0.00%$0

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

Income After Fees on $10,000

$42most kept, PSWD

PSWD$62 − $20 = $42

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

SKYY$0 − $60 = −$60

KeptFee

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

Overlap: PSWD, SKYY, SMH, PAVE

Today

13.1%most shared, PSWD and SKYY

PSWDSKYYSMHPAVE

PSWD—13.1%0.0%0.0%

SKYY13.1%—0.0%0.0%

SMH0.0%0.0%—0.0%

PAVE0.0%0.0%0.0%—

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

PAVEWorst drop−15.3%21.9% vol

SKYYWorst drop−25.4%32.0% vol

PSWDWorst drop−21.6%32.5% 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 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