Compare · 3 funds side by side · dividends reinvested

SMH, VEA and PAVE

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

02 / 04

SMH, VEA and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.51%+9.7%+14.8%+20.3%+8.7%−11.6%18.1%$232B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

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

Rank among the three1st → 3rdFee, 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: SMH 2011 · VEA 2007 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

VEA

Vanguard FTSE Developed Markets ETF · $232B$15,197

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

SMHMeasureVEA

+28.8%Year to dateJan 1 → Nov 6+9.7%

+29.5%1 yearTotal return+14.8%

+48.9%3 years · per year$10,000 became $33,022 · $17,401+20.3%

+28.4%5 years · per year$10,000 became $34,950 · $15,197+8.7%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.24%Trailing 12-mo yield$24 · $251 a year on $10k2.51%

−33.1%Worst dropSmaller is better−11.6%

42.9%VolatilityLower is calmer18.1%

SMHVEA 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

SMH vs VEA: Top 5 Holdings

Today

SMH

47.8%in top 5

VEA

in top 59.2%

SMHStockVEA

21.0%NVDAnot top 5

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5005930.K2.8%

not top 5000660.K2.3%

not top 5ASML.AS2.1%

not top 5HSBA.L1.0%

not top 5ROP.SW0.9%

Held in common0.0%

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

SMH vs VEA Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

VEAVanguard

+8.7%

5 years, per year

SMHVEAFaded: behind in that period

4–0SMH wins

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

Thematic vs International: SMH vs VEA

YTD

VanEckSMH

+28.8%

VEAVanguard

+9.7%

+28.8%Year to date+9.7%

−33.1%Worst drop · 1Y−11.6%

42.9%Volatility · 1Y18.1%

0.2%Yield2.5%

$60.7BAssets$232B

3–1VEA wins

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

Cost, Income and Risk

Fees: SMH, VEA, PAVE

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SMH0.35%$35

PAVE0.47%$47

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

Yields: SMH, VEA, PAVE

2.51%highest, VEA

FundTrailing yieldYield$10k

VEA2.51%$251

PAVE0.84%$84

SMH0.24%$24

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

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, VEA, PAVE

Today

0.0%most shared, SMH and VEA

SMHVEAPAVE

SMH—0.0%0.0%

VEA0.0%—0.0%

PAVE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

VEAWorst drop−11.6%18.1% vol

PAVEWorst drop−15.3%21.5% 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

VEASMH

+9.7%Year to date+28.8%

2.5%Yield0.2%

+14.8%Past year+29.5%

0.03%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

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

$39.1BAssets$60.7B

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