Compare · 3 funds side by side · dividends reinvested

WCMI, SMH and PAVE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

WCMI, SMH and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.8

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B2.0

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.85%+6.3%+7.4%+21.6%+13.7%−15.3%21.5%$14.2B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: WCMI 2020 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$33,824

SMH

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

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

SMHMeasureWCMI

+24.3%Year to dateJan 1 → Nov 5+4.9%

+27.3%1 yearTotal return+8.3%

+48.4%3 years · per year$10,000 became $32,662 · […][…]

+27.6%5 years · per year$10,000 became $33,824 · […][…]

0.35%Expense ratio$35 · $85 a year on $10k · lower is better0.85%

0.25%Trailing 12-mo yield$25 · $59 a year on $10k0.59%

−33.1%Worst dropSmaller is better−12.5%

42.8%VolatilityLower is calmer20.8%

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

3–3Level

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

More Ways to See the Pairs

SMH vs WCMI: Top 5 Holdings

Today

SMH

47.4%in top 5

WCMI

in top 521.9%

SMHStockWCMI

20.5%NVDAnot top 5

9.7%TSMnot top 5

not top 52330.TW6.8%

6.1%TXNnot top 5

5.8%AVGOnot top 5

5.4%AMDnot top 5

not top 5CSU.TO4.5%

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SMH vs WCMI Returns, Every Period

VanEckSMH

+27.3%

past year

WCMIFirst Trust

+8.3%

past year

SMHWCMIFaded: behind in that period

2–0SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMH vs PAVE

YTD

VanEckSMH

+24.3%

PAVEGlobal X

+6.3%

+24.3%Year to date+6.3%

−33.1%Worst drop · 1Y−15.3%

42.8%Volatility · 1Y21.5%

0.2%Yield0.8%

$65.4BAssets$14.2B

3–1PAVE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WCMI, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

PAVE0.47%$47

WCMI0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WCMI, SMH, PAVE

0.85%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.85%$85

WCMI0.59%$59

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, PAVE

PAVE$85 − $47 = $38

SMH$25 − $35 = −$10

WCMI$59 − $85 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WCMI, SMH, PAVE

Today

0.0%most shared, WCMI and SMH

WCMISMHPAVE

WCMI—0.0%0.0%

SMH0.0%—0.0%

PAVE0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

WCMIWorst drop−12.5%20.8% vol

PAVEWorst drop−15.3%21.5% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PAVESMH

+6.3%Year to date+24.3%

0.8%Yield0.2%

+7.4%Past year+27.3%

0.47%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026