GII vs VEA

AGII

BVEA

Measures won4–2GII wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · GII $15,819

Lowest cost0.03%VEA · $3 on $10k

Most income2.72%GII · $272 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 · $965MVanguard FTSE Developed Markets ETF · $232B

+19.0%3 years · per year$16,863 · $17,401+20.3%

+9.6%5 years · per year$15,819 · $15,197+8.7%

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

2.72%12-mo yield$272 · $251 on $10k2.51%

−10.6%Worst dropSmaller wins−11.6%

11.5%VolatilityLower wins18.1%

4–2GII wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · VEA

4.2%IBE.MC0.5%

3.5%ENB.TO0.3%

2.4%NG.L0.2%

2.3%ENEL.MI0.2%

Held in common2.3%

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$965M
3	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$965M
3	BVEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$15,819

VEA

Vanguard FTSE Developed Markets

$15,197

MeasureGIIVEA

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield2.72%2.51%

5 years, per year+9.6%+8.7%

3 years, per year+19.0%+20.3%

Worst drop · 1Y−10.6%−11.6%

Volatility · 1Y11.5%18.1%

4–2measures won
GII first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

Overlap: GII, VEA, SMH, VXUS

Today

65.3%most shared, VEA and VXUS

GIIVEASMHVXUS

GII—2.3%0.0%1.7%

VEA2.3%—0.0%65.3%

SMH0.0%0.0%—0.0%

VXUS1.7%65.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$248most kept, VEA

VEA$251 − $3 = $248

VXUS$245 − $5 = $240

GII$272 − $40 = $232

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee