Compare · 3 funds side by side · dividends reinvested

REIX, VYM and SMH

REIXNY Life Investments×VYMVanguard×SMHVanEck×

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

02 / 04

REIX, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.62%[…][…][…][…][…][…]$36M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: REIX 2023 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

NYLIM CBRE Real Estate & Infrastructure ETF · $36M[…]

REIX

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

REIXMeasureVYM

[…]Year to dateJan 1 → Nov 9+15.4%

[…]1 yearTotal return+19.5%

[…]3 years · per year$10,000 became […] · $17,150+19.7%

[…]5 years · per year$10,000 became […] · $17,254+11.5%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

2.62%Trailing 12-mo yield$262 · $226 a year on $10k2.26%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.8%

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

1–1Level

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

More Ways to See the Pairs

REIX vs VYM: Top 5 Holdings

Today

REIX

17.3%in top 5

VYM

in top 518.2%

REIXStockVYM

not top 5AVGO6.9%

6.8%WELLnot top 5

4.0%EQIXnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.6%WECnot top 5

2.0%AMTnot top 5

not top 5ABBV2.0%

1.9%XELnot top 5

Held in common4.3%

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

REIX vs VYM Returns, Every Period

NY Life InvestmentsREIX

[…]

past year

VYMVanguard

+19.5%

past year

Returns […]

REIXVYMFaded: behind in that period

0–0Level

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

Thematic vs Income: REIX vs VYM

YTD

NY Life InvestmentsREIX

[…]

VYMVanguard

+15.4%

[…]Year to date+15.4%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.8%

2.6%Yield2.3%

$36.3MAssets$78.9B

1–0REIX wins

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

Cost, Income and Risk

Fees: REIX, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SMH0.35%$35

REIX0.65%$65

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

Yields: REIX, VYM, SMH

2.62%highest, REIX

FundTrailing yieldYield$10k

REIX2.62%$262

VYM2.26%$226

SMH0.23%$23

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

REIX$262 − $65 = $197

SMH$23 − $35 = −$12

KeptFee

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

Overlap: REIX, VYM, SMH

Today

8.9%most shared, VYM and SMH

REIXVYMSMH

REIX—4.3%0.0%

VYM4.3%—8.9%

SMH0.0%8.9%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

VYMWorst drop−6.7%10.8% vol

SMHWorst drop−33.1%43.1% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

REIXSMH

[…]Year to date+35.3%

2.6%Yield0.2%

[…]Past year+39.3%

0.65%Fee0.35%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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