GII vs VT

AGII

BVT

Measures won3–3level · 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−9.7%VT · worst fall in 1Y

Held in common1.6%GII and VT

GII

State Street SPDR S&P Global Infrastructure ETF · $965MVanguard Total World Stock ETF · $81.8B

+19.0%3 years · per year$16,863 · $17,563+20.7%

+9.6%5 years · per year$15,819 · $15,649+9.4%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

2.72%12-mo yield$272 · $159 on $10k1.59%

−10.6%Worst dropSmaller wins−9.7%

11.5%VolatilityLower wins14.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · VT

5.1%NEE0.1%

4.2%IBE.MC0.1%

3.5%ENB.TO0.1%

3.0%SO0.1%

Held in common1.6%

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
4	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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	BVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
4	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B

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 VT

GII

SPDR S&P Global Infrastructure

$15,819

Vanguard Total World Stock

$15,649

MeasureGIIVT

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield2.72%1.59%

5 years, per year+9.6%+9.4%

3 years, per year+19.0%+20.7%

Worst drop · 1Y−10.6%−9.7%

Volatility · 1Y11.5%14.7%

3–3measures won
level

1.6%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: GII, VT, SMH, VEA

Today

23.3%most shared, VT and VEA

GIIVTSMHVEA

GII—1.6%0.0%2.3%

VT1.6%—10.3%23.3%

SMH0.0%10.3%—0.0%

VEA2.3%23.3%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

GII$272 − $40 = $232

VT$159 − $6 = $153

SMH$24 − $35 = −$11

KeptFee

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