Compare · 3 funds side by side · dividends reinvested

SRVR, SCHD and SMH

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

Story of the three · IncomeMost incomeSRVR · 4.83% · $483 a year on $10k

Story of the three · RiskSmallest drop

SRVR, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.9

Pacer Data & Infrastructure Real Estate ETFThematic · Infrastructure0.49%4.83%+2.9%−1.8%+4.5%−4.4%−22.1%19.6%$286M2.5

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: SRVR 2018 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Pacer Data & Infrastructure Real Estate ETF · $286M$7,970

SRVR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

SRVR

More Ways to See the Pairs

SRVR vs SCHD: Top 5 Holdings

Today

SRVR

59.6%in top 5

SCHD

in top 521.4%

SRVRStockSCHD

17.2%AMTnot top 5

16.4%EQIXnot top 5

15.4%DLRnot top 5

5.6%CCInot top 5

5.0%SBACnot top 5

Cost, Income and Risk

Fees: SRVR, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

SRVR0.49%$49

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

Yields: SRVR, SCHD, SMH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+2.9%Year to dateJan 1 → Nov 10+33.8%

−1.8%1 yearTotal return+38.8%

+4.5%3 years · per year$10,000 became $11,405 · $17,062+19.5%

−4.4%5 years · per year$10,000 became $7,970 · $16,428+10.4%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

4.83%Trailing 12-mo yield$483 · $294 a year on $10k2.94%

−22.1%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

SRVR vs SCHD Returns, Every Period

5Y

PacerSRVR

−4.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SRVRSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: SRVR vs SCHD

YTD

PacerSRVR

+2.9%

SCHDSchwab

+33.8%

+2.9%Year to date+33.8%

−22.1%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.8%

4.8%Yield2.9%

$286MAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.83%highest, SRVR

FundTrailing yieldYield$10k

SRVR4.83%$483

SCHD2.94%$294

SMH0.23%$23

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

Income After Fees on $10,000

1Y

$434most kept, SRVR

SRVR$483 − $49 = $434

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

KeptFee

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

Overlap: SRVR, SCHD, SMH

Today

8.2%most shared, SCHD and SMH

SRVRSCHDSMH

SRVR—0.0%0.0%

SCHD0.0%—8.2%

SMH0.0%8.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

SRVRWorst drop−22.1%19.6% 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

SRVRSMH

+2.9%Year to date+34.3%

4.8%Yield0.2%

−1.8%Past year+39.4%

0.49%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SRVR, SCHD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three