Compare · 3 funds side by side · dividends reinvested

SMH, VUG and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

02 / 04

SMH, VUG and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.7%+12.5%+21.8%+14.5%−15.3%21.9%$13.0B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: SMH 2011 · VUG 2004 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$35,624

SMH

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 26.9% in common

SMHMeasureVUG

+34.3%Year to dateJan 1 → Nov 10+3.4%

+39.4%1 yearTotal return+4.2%

+48.6%3 years · per year$10,000 became $32,788 · $18,230+22.2%

+28.9%5 years · per year$10,000 became $35,624 · $16,394+10.4%

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

0.23%Trailing 12-mo yield$23 · $41 a year on $10k0.41%

−33.1%Worst dropSmaller is better−15.1%

43.1%VolatilityLower is calmer19.1%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs VUG: Top 5 Holdings

Today

SMH

46.4%in top 5

VUG

in top 545.2%

SMHStockVUG

18.9%NVDA13.5%

not top 5AAPL12.5%

9.8%TSMnot top 5

not top 5MSFT9.7%

6.0%TXNnot top 5

5.9%AVGO4.3%

5.8%AMDnot top 5

not top 5GOOGL5.2%

Held in common26.9%

End-of-day Nov 10, 2026 · share of each fund

SMH vs VUG Returns, Every Period

VanEckSMH

+28.9%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

SMHVUGFaded: behind in that period

4–0SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SMH vs PAVE

YTD

VanEckSMH

+34.3%

PAVEGlobal X

+11.7%

+34.3%Year to date+11.7%

−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 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, VUG, PAVE

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMH0.35%$35

PAVE0.47%$47

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

Yields: SMH, VUG, PAVE

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

VUG0.41%$41

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SMH, VUG, PAVE

Today

26.9%most shared, SMH and VUG

SMHVUGPAVE

SMH—26.9%0.0%

VUG26.9%—0.9%

PAVE0.0%0.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.4%SMH, at 43.1% volatility

VUGWorst drop−15.1%19.1% vol

PAVEWorst drop−15.3%21.9% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+11.7%Year to date+34.3%

0.8%Yield0.2%

+12.5%Past year+39.4%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026