Compare · 2 funds side by side · dividends reinvested

SMH and PAVE

SMHVanEck×PAVEGlobal X×
$5k$10k$15k$20k$25k$30k$35k$40k$45k$50kLow $6,844 · 2022SMH$38,820PAVE$20,624Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two
02 / 04

SMH and PAVE, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.4
Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.80%+13.0%+13.0%+24.4%+15.6%−13.8%20.6%$14.2B1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · PAVE 2017
@TheETFTracker·theetftracker.com

Head to Head

5Y
VanEck Semiconductor ETF · $65.4B$38,820
SMH
PAVE
Global X - U.S. Infrastructure Development ETF · $14.2B$20,624

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

SMHMeasurePAVE
+40.0%Year to dateJan 1 → Nov 4+13.0%
+38.2%1 yearTotal return+13.0%
+54.7%3 years · per year$10,000 became $37,049 · $19,274+24.4%
+31.2%5 years · per year$10,000 became $38,820 · $20,624+15.6%
0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%
0.22%Trailing 12-mo yield$22 · $80 a year on $10k0.80%
−24.6%Worst dropSmaller is better−13.8%
41.2%VolatilityLower is calmer20.6%
SMHPAVE Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SMH wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SMH vs PAVE: Top 5 Holdings

Today
SMH
47.1%in top 5
PAVE
in top 517.6%
SMHStockPAVE
20.6%NVDAnot top 5
9.6%TSMnot top 5
6.0%TXNnot top 5
5.8%AVGOnot top 5
5.2%AMDnot top 5
not top 5EMR3.6%
not top 5NUE3.6%
not top 5FAST3.6%
not top 5DE3.5%
not top 5URI3.3%
Held in common0.0%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMH vs PAVE Returns, Every Period

5Y
VanEckSMH
+31.2%
5 years, per year
PAVEGlobal X
+15.6%
5 years, per year
0%+20%+40%+60%+40.0%+13.0%YTD+38.2%+13.0%1 year+54.7%+24.4%3 yrs · yr+31.2%+15.6%5 yrs · yr
SMHPAVEFaded: behind in that period
4–0SMH wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SMH vs PAVE

YTD
VanEckSMH
+40.0%
PAVEGlobal X
+13.0%
Jan 1Nov 4+40.0%+13.0%
+40.0%Year to date+13.0%
−24.6%Worst drop · 1Y−13.8%
41.2%Volatility · 1Y20.6%
0.2%Yield0.8%
$65.4BAssets$14.2B
3–1PAVE wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMH, PAVE

Today
0.35%lowest, SMH
FundExpense ratioFee$10k
SMH0.35%$35
PAVE0.47%$47
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMH, PAVE

1Y
0.80%highest, PAVE
FundTrailing yieldYield$10k
PAVE0.80%$80
SMH0.22%$22
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$33most kept, PAVE
PAVE$80 − $47 = $33
SMH$22 − $35 = −$13
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMH, PAVE

Today
0.0%most shared, SMH and PAVE
SMHPAVE
SMH—0.0%
PAVE0.0%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+38.2%SMH, at 41.2% volatility
0%+10%+20%+30%+40%+50%10%20%30%40%50%Volatility · 1 year → bumpierSMH +38.2%PAVE +13.0%
PAVEWorst drop−13.8%20.6% vol
SMHWorst drop−24.6%41.2% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
PAVESMH
Jan 1Nov 4+13.0%+40.0%
+13.0%Year to date+40.0%
0.8%Yield0.2%
+13.0%Past year+38.2%
0.47%Fee0.35%
3–1SMH wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SOXX vs SMH

YTD
iSharesSOXX
+49.8%
SMHVanEck
+40.0%
Jan 1Nov 4+49.8%+40.0%
+49.8%Year to date+40.0%
0.33% · $33Fee · on $10k a year0.35% · $35
$42.6BAssets$65.4B
2–0SOXX wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com