Compare · 3 funds side by side · dividends reinvested

XLF, IPAV and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeIPAV · 1.57% · $157 a year on $10k

Story of the three · RiskSmallest drop

XLF, IPAV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.9

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.57%+3.8%+8.1%[…][…]−17.2%19.6%$6M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLF 1998 · IPAV 2024 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.6B$15,765

XLF

IPAV

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

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

XLF

More Ways to See the Pairs

XLF vs IPAV: Top 5 Holdings

Today

XLF

43.6%in top 5

IPAV

in top 517.6%

XLFStockIPAV

13.2%BRK-Bnot top 5

11.1%JPMnot top 5

8.8%Vnot top 5

6.5%MAnot top 5

4.0%BACnot top 5

Cost, Income and Risk

Fees: XLF, IPAV, SMH

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

SMH0.35%$35

IPAV0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XLF, IPAV, SMH

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

+55.1%Year to date+40.8%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IPAV

+8.4%Year to dateJan 1 → Nov 11+3.8%

+12.4%1 yearTotal return+8.1%

+22.2%3 years · per year$10,000 became $18,242 · […][…]

+9.5%5 years · per year$10,000 became $15,765 · […][…]

0.08%Expense ratio$8 · $55 a year on $10k · lower is better0.55%

1.41%Trailing 12-mo yield$141 · $157 a year on $10k1.57%

−14.8%Worst dropSmaller is better−17.2%

15.3%VolatilityLower is calmer19.6%

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

5–1XLF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNR.TO3.7%

not top 5CP.TO3.6%

not top 5LT.NS3.6%

not top 5HEI.DE3.4%

not top 5MT.AS3.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XLF vs IPAV Returns, Every Period

1Y

SPDRXLF

+12.4%

past year

IPAVGlobal X

+8.1%

past year

XLFIPAVFaded: behind in that period

2–0XLF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Thematic: XLF vs IPAV

YTD

SPDRXLF

+8.4%

IPAVGlobal X

+3.8%

+8.4%Year to date+3.8%

−14.8%Worst drop · 1Y−17.2%

15.3%Volatility · 1Y19.6%

1.4%Yield1.6%

$53.6BAssets$6.0M

3–1XLF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.57%highest, IPAV

FundTrailing yieldYield$10k

IPAV1.57%$157

XLF1.41%$141

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

IPAV$157 − $55 = $102

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLF, IPAV, SMH

Today

0.0%most shared, XLF and IPAV

XLFIPAVSMH

XLF—0.0%0.0%

IPAV0.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

XLFWorst drop−14.8%15.3% vol

IPAVWorst drop−17.2%19.6% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IPAVSMH

+3.8%Year to date+40.8%

1.6%Yield0.2%

+8.1%Past year+41.7%

0.55%Fee0.35%

3–1SMH wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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XLF, IPAV and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three