Compare · 3 funds side by side · dividends reinvested

PSWD, SMH and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

PSWD, SMH and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.0

Xtrackers Cybersecurity Select Equity ETFThematic · Cyber & cloud0.20%0.65%+27.1%+18.3%+21.3%[…]−21.6%32.3%$6M2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSWD 2023 · SMH 2011 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

PSWD

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

IVVMeasurePSWD

+8.7%Year to dateJan 1 → Nov 6+27.1%

+9.8%1 yearTotal return+18.3%

+21.8%3 years · per year$10,000 became $18,084 · $17,826+21.3%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $20 a year on $10k · lower is better0.20%

1.14%Trailing 12-mo yield$114 · $65 a year on $10k0.65%

−8.9%Worst dropSmaller is better−21.6%

13.6%VolatilityLower is calmer32.3%

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

5–2IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs PSWD: Top 5 Holdings

Today

IVV

27.8%in top 5

PSWD

in top 527.3%

IVVStockPSWD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 50Y9S.L5.7%

not top 5TENB5.7%

not top 5NTSK5.6%

not top 5CACI5.2%

not top 5QLYS5.1%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common1.1%

End-of-day Nov 6, 2026 · share of each fund

IVV vs PSWD Returns, Every Period

iSharesIVV

+9.8%

past year

PSWDXtrackers

+18.3%

past year

IVVPSWDFaded: behind in that period

1–2PSWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Thematic: IVV vs PSWD

YTD

iSharesIVV

+8.7%

PSWDXtrackers

+27.1%

+8.7%Year to date+27.1%

−8.9%Worst drop · 1Y−21.6%

13.6%Volatility · 1Y32.3%

1.1%Yield0.6%

$850BAssets$6.0M

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSWD, SMH, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PSWD0.20%$20

SMH0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSWD, SMH, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

PSWD0.65%$65

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

PSWD$65 − $20 = $45

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSWD, SMH, IVV

Today

14.5%most shared, SMH and IVV

PSWDSMHIVV

PSWD—0.0%1.1%

SMH0.0%—14.5%

IVV1.1%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IVVWorst drop−8.9%13.6% vol

PSWDWorst drop−21.6%32.3% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+8.7%Year to date+28.8%

1.1%Yield0.2%

+9.8%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026