Compare · 3 funds side by side · dividends reinvested

SMH, CIBR and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

SMH, CIBR and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.8

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.79%+14.9%+14.6%+25.6%+15.6%−13.8%20.6%$14.1B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.40%+36.4%+26.4%+31.0%+13.3%−21.1%30.5%$16.8B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: SMH 2011 · CIBR 2015 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.8B$39,579

SMH

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.8B$18,664

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

SMHMeasureCIBR

+44.0%Year to dateJan 1 → Nov 3+36.4%

+43.3%1 yearTotal return+26.4%

+56.1%3 years · per year$10,000 became $38,001 · $22,499+31.0%

+31.7%5 years · per year$10,000 became $39,579 · $18,664+13.3%

0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%

0.21%Trailing 12-mo yield$21 · $40 a year on $10k0.40%

−24.6%Worst dropSmaller is better−21.1%

41.1%VolatilityLower is calmer30.5%

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

5–3SMH wins

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

More Ways to See the Pairs

SMH vs CIBR: Top 5 Holdings

Today

SMH

46.9%in top 5

CIBR

in top 536.9%

SMHStockCIBR

20.5%NVDAnot top 5

9.7%TSMnot top 5

not top 5CRWD8.6%

not top 5PANW7.6%

not top 5CSCO7.5%

5.7%AVGO7.0%

not top 5FTNT6.3%

5.9%TXNnot top 5

5.1%AMDnot top 5

Held in common5.7%

End-of-day Nov 3, 2026 · share of each fund

SMH vs CIBR Returns, Every Period

VanEckSMH

+31.7%

5 years, per year

CIBRFirst Trust

+13.3%

5 years, per year

SMHCIBRFaded: behind in that period

4–0SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SMH vs PAVE

YTD

VanEckSMH

+44.0%

PAVEGlobal X

+14.9%

+44.0%Year to date+14.9%

−24.6%Worst drop · 1Y−13.8%

41.1%Volatility · 1Y20.6%

0.2%Yield0.8%

$65.8BAssets$14.1B

3–1PAVE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, CIBR, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

CIBR0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMH, CIBR, PAVE

0.79%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.79%$79

CIBR0.40%$40

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$32most kept, PAVE

PAVE$79 − $47 = $32

SMH$21 − $35 = −$14

CIBR$40 − $58 = −$18

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMH, CIBR, PAVE

Today

5.7%most shared, SMH and CIBR

SMHCIBRPAVE

SMH—5.7%0.0%

CIBR5.7%—0.0%

PAVE0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.3%SMH, at 41.1% volatility

PAVEWorst drop−13.8%20.6% vol

CIBRWorst drop−21.1%30.5% vol

SMHWorst drop−24.6%41.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+14.9%Year to date+44.0%

0.8%Yield0.2%

+14.6%Past year+43.3%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026