Compare · 4 funds side by side · dividends reinvested

SKYY, WCBR, PAVE and SMH

SKYYFirst Trust×WCBRWisdomTree×PAVEGlobal X×SMHVanEck×

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

02 / 04

SKYY, WCBR, PAVE and SMH, 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%$57.7B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.3

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.4

First Trust Cloud Computing ETFThematic · Cyber & cloud0.60%0.00%+12.6%+5.7%+26.2%+5.4%−25.4%31.9%$3.2B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SKYY 2011 · WCBR 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

SMH

VanEck Semiconductor ETF · $57.7B$34,950

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

WCBRMeasureSMH

+49.9%Year to dateJan 1 → Nov 6+28.8%

+37.3%1 yearTotal return+29.5%

+29.1%3 years · per year$10,000 became $21,504 · $33,022+48.9%

+7.4%5 years · per year$10,000 became $14,306 · $34,950+28.4%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $24 a year on $10k0.24%

−29.1%Worst dropSmaller is better−33.1%

41.5%VolatilityLower is calmer42.9%

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

4–4Level

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

More Ways to See the Pairs

WCBR vs SMH: Top 5 Holdings

Today

WCBR

30.4%in top 5

SMH

in top 547.8%

WCBRStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

7.0%ZSnot top 5

not top 5TXN6.2%

6.1%Snot top 5

not top 5AVGO5.9%

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5ADI5.0%

Held in common0.0%

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

WCBR vs SMH Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

WCBRSMHFaded: behind in that period

2–2Level

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

WCBR vs PAVE

YTD

WisdomTreeWCBR

+49.9%

PAVEGlobal X

+7.2%

+49.9%Year to date+7.2%

−29.1%Worst drop · 1Y−15.3%

41.5%Volatility · 1Y21.5%

0.0%Yield0.8%

$213MAssets$14.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: SKYY, WCBR, PAVE, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WCBR0.45%$45

PAVE0.47%$47

SKYY0.60%$60

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

Yields: SKYY, WCBR, PAVE, SMH

0.84%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.84%$84

SMH0.24%$24

SKYY0.00%$0

WCBR0.00%$0

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

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

WCBR$0 − $45 = −$45

SKYY$0 − $60 = −$60

KeptFee

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

Overlap: SKYY, WCBR, PAVE, SMH

Today

17.4%most shared, SKYY and WCBR

SKYYWCBRPAVESMH

SKYY—17.4%0.0%0.0%

WCBR17.4%—0.0%0.0%

PAVE0.0%0.0%—0.0%

SMH0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

PAVEWorst drop−15.3%21.5% vol

SKYYWorst drop−25.4%31.9% vol

WCBRWorst drop−29.1%41.5% 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

PAVEWCBR

+7.2%Year to date+49.9%

0.8%Yield0.0%

+7.7%Past year+37.3%

0.47%Fee0.45%

3–1WCBR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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