GII vs VEA

AGII

BVEA

Measures won4–2GII wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · GII $15,973

Lowest cost0.03%VEA · $3 on $10k

Most income2.67%GII · $267 on $10k

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

Held in common2.3%GII and VEA

GII

VEA

State Street SPDR S&P Global Infrastructure ETF · $958MVanguard FTSE Developed Markets ETF · $232B

+18.7%3 years · per year$16,731 · $17,516+20.5%

+9.8%5 years · per year$15,973 · $15,497+9.2%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

2.67%12-mo yield$267 · $244 on $10k2.44%

−10.6%Worst dropSmaller wins−11.6%

11.6%VolatilityLower wins18.3%

4–2GII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · VEA

4.2%IBE.MC0.5%

3.5%ENB.TO0.3%

2.3%NG.L0.2%

2.3%ENEL.MI0.2%

Held in common2.3%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M
3	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.42%	+2.9%	+11.4%	+12.8%	+19.8%	+6.4%	−17.8%	$146.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs VEA

GII

SPDR S&P Global Infrastructure

$15,973

VEA

Vanguard FTSE Developed Markets

$15,497

MeasureGIIVEA

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield2.67%2.44%

5 years, per year+9.8%+9.2%

3 years, per year+18.7%+20.5%

Worst drop · 1Y−10.6%−11.6%

Volatility · 1Y11.6%18.3%

4–2measures won
GII first

2.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: GII, VEA, SMH, IEMG

Today

9.5%most shared, VEA and IEMG

GIIVEASMHIEMG

GII—2.3%0.0%0.3%

VEA2.3%—0.0%9.5%

SMH0.0%0.0%—0.0%

IEMG0.3%9.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$241most kept, VEA

VEA$244 − $3 = $241

IEMG$242 − $9 = $233

GII$267 − $40 = $227

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee