Compare · 3 funds side by side · dividends reinvested

WDEF, SMH and PAVE

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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 incomePAVE · 0.81% · $81 a year on $10k

Story of the three · RiskSmallest drop

WDEF, SMH 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%$60.7B1.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.7%+12.5%+21.8%+14.5%−15.3%21.9%$13.0B1.8

WisdomTree Europe Defense FundThematic · Defense & space0.45%0.07%−2.1%−6.0%[…][…]−23.9%31.1%$76M2.5

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: WDEF 2025 · SMH 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Europe Defense Fund · $76M[…]

WDEF

SMH

VanEck Semiconductor ETF · $60.7B$35,624

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

WDEFMeasure

More Ways to See the Pairs

WDEF vs SMH: Top 5 Holdings

Today

WDEF

39.5%in top 5

SMH

in top 546.4%

WDEFStockSMH

not top 5NVDA18.9%

10.1%BA.Lnot top 5

10.0%HO.PAnot top 5

not top 5TSM9.8%

8.1%RHM.DEnot top 5

Cost, Income and Risk

Fees: WDEF, SMH, PAVE

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

WDEF0.45%$45

PAVE0.47%$47

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

Yields: WDEF, SMH, PAVE

Popular Pairs Near These Three

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%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMH

−2.1%Year to dateJan 1 → Nov 10+34.3%

−6.0%1 yearTotal return+39.4%

[…]3 years · per year$10,000 became […] · $32,788+48.6%

[…]5 years · per year$10,000 became […] · $35,624+28.9%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.07%Trailing 12-mo yield$7 · $23 a year on $10k0.23%

−23.9%Worst dropSmaller is better−33.1%

31.1%VolatilityLower is calmer43.1%

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

2–4SMH wins

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

not top 5TXN6.0%

6.0%SAABB.STnot top 5

not top 5AVGO5.9%

not top 5AMD5.8%

5.4%LDO.MInot top 5

Held in common0.0%

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

WDEF vs SMH Returns, Every Period

1Y

WisdomTreeWDEF

−6.0%

past year

SMHVanEck

+39.4%

past year

WDEFSMHFaded: behind in that period

0–2SMH wins

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

WDEF vs PAVE

YTD

WisdomTreeWDEF

−2.1%

PAVEGlobal X

+11.7%

−2.1%Year to date+11.7%

−23.9%Worst drop · 1Y−15.3%

31.1%Volatility · 1Y21.9%

0.1%Yield0.8%

$76.0MAssets$13.0B

4–0PAVE wins

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

1Y

0.81%highest, PAVE

FundTrailing yieldYield$10k

PAVE0.81%$81

SMH0.23%$23

WDEF0.07%$7

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

Income After Fees on $10,000

1Y

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

WDEF$7 − $45 = −$38

KeptFee

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

Overlap: WDEF, SMH, PAVE

Today

0.0%most shared, WDEF and SMH

WDEFSMHPAVE

WDEF—0.0%0.0%

SMH0.0%—0.0%

PAVE0.0%0.0%—

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

PAVEWorst drop−15.3%21.9% vol

WDEFWorst drop−23.9%31.1% 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

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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WDEF, SMH and PAVE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three