Compare · 4 funds side by side · dividends reinvested

SOXX, WCBR, PAVE and SMH

SOXXiShares×WCBRWisdomTree×PAVEGlobal X×SMHVanEck×

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

02 / 04

SOXX, WCBR, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B2.8

Rank among the four1st → 4thFee, 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: SOXX 2001 · WCBR 2021 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.5B$28,442

SOXX

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

SOXXMeasureSMH

+46.5%Year to dateJan 1 → Nov 9+35.3%

+48.5%1 yearTotal return+39.3%

+42.6%3 years · per year$10,000 became $29,015 · $33,815+50.1%

+23.3%5 years · per year$10,000 became $28,442 · $36,298+29.4%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

0.28%Trailing 12-mo yield$28 · $23 a year on $10k0.23%

−39.5%Worst dropSmaller is better−33.1%

49.8%VolatilityLower is calmer43.1%

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

4–4Level

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

More Ways to See the Pairs

SOXX vs SMH: Top 5 Holdings

Today

SOXX

39.1%in top 5

SMH

in top 547.7%

SOXXStockSMH

8.4%NVDA20.7%

not top 5TSM10.0%

9.5%AMD5.4%

7.9%AVGO5.7%

7.1%MUnot top 5

6.2%INTCnot top 5

not top 5TXN5.9%

Held in common69.6%

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

SOXX vs SMH Returns, Every Period

iSharesSOXX

+23.3%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

SOXXSMHFaded: behind in that period

2–2Level

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

SOXX vs PAVE

YTD

iSharesSOXX

+46.5%

PAVEGlobal X

+11.8%

+46.5%Year to date+11.8%

−39.5%Worst drop · 1Y−15.3%

49.8%Volatility · 1Y21.9%

0.3%Yield0.8%

$37.5BAssets$13.0B

3–1PAVE wins

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

Cost, Income and Risk

Fees: SOXX, WCBR, PAVE, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

SMH0.35%$35

WCBR0.45%$45

PAVE0.47%$47

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

Yields: SOXX, WCBR, PAVE, SMH

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

SOXX0.28%$28

SMH0.23%$23

WCBR0.00%$0

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

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: SOXX, WCBR, PAVE, SMH

Today

69.6%most shared, SOXX and SMH

SOXXWCBRPAVESMH

SOXX—0.0%0.0%69.6%

WCBR0.0%—0.0%0.0%

PAVE0.0%0.0%—0.0%

SMH69.6%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

PAVEWorst drop−15.3%21.9% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.1% vol

SOXXWorst drop−39.5%49.8% vol

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

Paid More vs Made More

YTD

PAVEWCBR

+11.8%Year to date+56.2%

0.8%Yield0.0%

+12.8%Past year+41.4%

0.47%Fee0.45%

3–1WCBR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026