CPU vs PAVE

ACPU

BPAVE

Measures won0–2PAVE wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · PAVE $20,624

Lowest cost0.35%SMH · $35 on $10k

Most income0.80%PAVE · $80 on $10k

Smallest drop−13.8%PAVE · worst fall in 1Y

Held in common0.0%CPU and PAVE

CPU

PAVE

Amplify Top 10 Semiconductors ETF · $1MGlobal X - U.S. Infrastructure Development ETF · $14.2B

[…]3 years · per year[…] · $19,274+24.4%

[…]5 years · per year[…] · $20,624+15.6%

0.49%Expense ratio$49 · $47 on $10k · lower wins0.47%

0.00%12-mo yield$0 · $80 on $10k0.80%

[…]Worst dropSmaller wins−13.8%

[…]VolatilityLower wins20.6%

0–2PAVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPU · PAVE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.80%	−1.7%	+13.0%	+13.0%	+24.4%	+15.6%	−13.8%	$14.2B
3	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$1M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPU vs PAVE

CPU

Amplify Top 10 Semiconductors

[…]

PAVE

Global X - U.S. Infrastructure Development

$20,624

MeasureCPUPAVE

Fee0.49%0.47%

Cost on $10k a year$49$47

Yield0.00%0.80%

5 years, per year[…]+15.6%

3 years, per year[…]+24.4%

Worst drop · 1Y[…]−13.8%

Volatility · 1Y[…]20.6%

2–0measures won
PAVE first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CPU, PAVE, SMH

Today

13.6%most shared, CPU and SMH

CPUPAVESMH

CPU—0.0%13.6%

PAVE0.0%—0.0%

SMH13.6%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$33most kept, PAVE

PAVE$80 − $47 = $33

SMH$22 − $35 = −$13

CPU$0 − $49 = −$49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee