Compare · 3 funds side by side · dividends reinvested

REIX, SMH and PAVE

REIXNY Life Investments×SMHVanEck×PAVEGlobal X×

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

02 / 04

REIX, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.5

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B1.8

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.66%[…][…][…][…][…][…]$37M2.0

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: REIX 2023 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $37M[…]

REIX

SMH

VanEck Semiconductor ETF · $57.7B$34,950

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

REIXMeasureSMH

[…]Year to dateJan 1 → Nov 6+28.8%

[…]1 yearTotal return+29.5%

[…]3 years · per year$10,000 became […] · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

2.66%Trailing 12-mo yield$266 · $24 a year on $10k0.24%

[…]Worst dropSmaller is better−33.1%

[…]VolatilityLower is calmer42.9%

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

1–1Level

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

More Ways to See the Pairs

REIX vs SMH: Top 5 Holdings

Today

REIX

17.2%in top 5

SMH

in top 547.8%

REIXStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

6.8%WELLnot top 5

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

3.9%EQIXnot top 5

2.6%WECnot top 5

2.0%AMTnot top 5

1.9%XELnot top 5

Held in common0.0%

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

REIX vs SMH Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

SMHVanEck

+29.5%

past year

Returns […]

REIXSMHFaded: behind in that period

0–0Level

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

REIX vs PAVE

YTD

NY Life InvestmentsREIX

[…]

PAVEGlobal X

+7.2%

[…]Year to date+7.2%

[…]Worst drop · 1Y−15.3%

[…]Volatility · 1Y21.5%

2.7%Yield0.8%

$36.6MAssets$14.0B

1–0REIX wins

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

Cost, Income and Risk

Fees: REIX, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

REIX0.65%$65

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

Yields: REIX, SMH, PAVE

2.66%highest, REIX

FundTrailing yieldYield$10k

REIX2.66%$266

PAVE0.84%$84

SMH0.24%$24

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

Income After Fees on $10,000

$201most kept, REIX

REIX$266 − $65 = $201

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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

Overlap: REIX, SMH, PAVE

Today

2.9%most shared, REIX and PAVE

REIXSMHPAVE

REIX—0.0%2.9%

SMH0.0%—0.0%

PAVE2.9%0.0%—

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

PAVEWorst drop−15.3%21.5% vol

SMHWorst drop−33.1%42.9% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

REIXSMH

[…]Year to date+28.8%

2.7%Yield0.2%

[…]Past year+29.5%

0.65%Fee0.35%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026