GII vs PAVE

AGII

BPAVE

Measures won4–2GII wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · PAVE $20,605

Lowest cost0.35%SMH · $35 on $10k

Most income2.70%GII · $270 on $10k

Smallest drop−10.6%GII · worst fall in 1Y

Held in common1.5%GII and PAVE

GII

PAVE

State Street SPDR S&P Global Infrastructure ETF · $966MGlobal X - U.S. Infrastructure Development ETF · $14.1B

+20.4%3 years · per year$17,468 · $19,809+25.6%

+9.7%5 years · per year$15,860 · $20,605+15.6%

0.40%Expense ratio$40 · $47 on $10k · lower wins0.47%

2.70%12-mo yield$270 · $79 on $10k0.79%

−10.6%Worst dropSmaller wins−13.8%

11.5%VolatilityLower wins20.6%

4–2GII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · PAVE

1.5%SRE3.0%

Held in common1.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.79%	+0.7%	+14.9%	+14.6%	+25.6%	+15.6%	−13.8%	$14.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M
4	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B

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

Cards for this view

GII vs PAVE

GII

SPDR S&P Global Infrastructure

$15,860

PAVE

Global X - U.S. Infrastructure Development

$20,605

MeasureGIIPAVE

Fee0.40%0.47%

Cost on $10k a year$40$47

Yield2.70%0.79%

5 years, per year+9.7%+15.6%

3 years, per year+20.4%+25.6%

Worst drop · 1Y−10.6%−13.8%

Volatility · 1Y11.5%20.6%

4–2measures won
GII first

1.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GII, PAVE, SMH, IGV

Today

4.6%most shared, SMH and IGV

GIIPAVESMHIGV

GII—1.5%0.0%0.0%

PAVE1.5%—0.0%0.5%

SMH0.0%0.0%—4.6%

IGV0.0%0.5%4.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$230most kept, GII

GII$270 − $40 = $230

PAVE$79 − $47 = $32

SMH$21 − $35 = −$14

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee