Compare · 3 funds side by side · dividends reinvested

SMH, PAVE and IWF

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

02 / 04

SMH, PAVE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.1

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: SMH 2011 · PAVE 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

PAVE

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

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

SMHMeasurePAVE

+35.3%Year to dateJan 1 → Nov 9+11.8%

+39.3%1 yearTotal return+12.8%

+50.1%3 years · per year$10,000 became $33,815 · $18,295+22.3%

+29.4%5 years · per year$10,000 became $36,298 · $19,862+14.7%

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

0.23%Trailing 12-mo yield$23 · $81 a year on $10k0.81%

−33.1%Worst dropSmaller is better−15.3%

43.1%VolatilityLower is calmer21.9%

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

5–3SMH wins

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

More Ways to See the Pairs

SMH vs PAVE: Top 5 Holdings

Today

SMH

47.7%in top 5

PAVE

in top 518.2%

SMHStockPAVE

20.7%NVDAnot top 5

10.0%TSMnot top 5

5.9%TXNnot top 5

5.7%AVGOnot top 5

5.4%AMDnot top 5

not top 5FAST3.9%

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5CRH3.3%

Held in common0.0%

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

SMH vs PAVE Returns, Every Period

VanEckSMH

+29.4%

5 years, per year

PAVEGlobal X

+14.7%

5 years, per year

SMHPAVEFaded: behind in that period

4–0SMH wins

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

SMH vs PAVE

YTD

VanEckSMH

+35.3%

PAVEGlobal X

+11.8%

+35.3%Year to date+11.8%

−33.1%Worst drop · 1Y−15.3%

43.1%Volatility · 1Y21.9%

0.2%Yield0.8%

$60.7BAssets$13.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: SMH, PAVE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SMH0.35%$35

PAVE0.47%$47

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

Yields: SMH, PAVE, IWF

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

IWF0.38%$38

SMH0.23%$23

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

IWF$38 − $18 = $20

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SMH, PAVE, IWF

Today

28.2%most shared, SMH and IWF

SMHPAVEIWF

SMH—0.0%28.2%

PAVE0.0%—1.7%

IWF28.2%1.7%—

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

IWFWorst drop−14.6%19.5% vol

PAVEWorst drop−15.3%21.9% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

PAVESMH

+11.8%Year to date+35.3%

0.8%Yield0.2%

+12.8%Past year+39.3%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026