Compare · 3 funds side by side · dividends reinvested

VIG, PAVE and SMH

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

02 / 04

VIG, PAVE and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.9

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: VIG 2006 · PAVE 2017 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

PAVE

Global X - U.S. Infrastructure Development ETF · $14.0B$19,175

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

VIGMeasurePAVE

+12.1%Year to dateJan 1 → Nov 6+7.2%

+14.3%1 yearTotal return+7.7%

+18.6%3 years · per year$10,000 became $16,669 · $17,906+21.4%

+10.2%5 years · per year$10,000 became $16,243 · $19,175+13.9%

0.04%Expense ratio$4 · $47 a year on $10k · lower is better0.47%

1.50%Trailing 12-mo yield$150 · $84 a year on $10k0.84%

−7.9%Worst dropSmaller is better−15.3%

10.8%VolatilityLower is calmer21.5%

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

6–2VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs PAVE: Top 5 Holdings

Today

VIG

22.1%in top 5

PAVE

in top 518.3%

VIGStockPAVE

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5FAST3.9%

3.9%JPMnot top 5

not top 5EMR3.8%

not top 5DE3.7%

not top 5NUE3.5%

not top 5UNP3.4%

Held in common4.2%

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

VIG vs PAVE Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

PAVEGlobal X

+13.9%

5 years, per year

VIGPAVEFaded: behind in that period

2–2Level

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

Income vs Thematic: VIG vs PAVE

YTD

VanguardVIG

+12.1%

PAVEGlobal X

+7.2%

+12.1%Year to date+7.2%

−7.9%Worst drop · 1Y−15.3%

10.8%Volatility · 1Y21.5%

1.5%Yield0.8%

$109BAssets$14.0B

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, PAVE, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

PAVE0.47%$47

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

Yields: VIG, PAVE, SMH

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

PAVE0.84%$84

SMH0.24%$24

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

KeptFee

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

Overlap: VIG, PAVE, SMH

Today

10.3%most shared, VIG and SMH

VIGPAVESMH

VIG—4.2%10.3%

PAVE4.2%—0.0%

SMH10.3%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

VIGWorst drop−7.9%10.8% 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

VIGSMH

+12.1%Year to date+28.8%

1.5%Yield0.2%

+14.3%Past year+29.5%

0.04%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026