IPAV vs SOXX

AIPAV

BSOXX

Measures won3–1IPAV wins · of 6 · 5Y

$10,000 · 5Y$30,376SOXX

Lowest cost0.33%SOXX · $33 on $10k

Most income1.57%IPAV · $157 on $10k

Smallest drop−17.2%IPAV · worst fall in 1Y

Held in common0.0%IPAV and SOXX

IPAV

SOXX

Global X Infrastructure Development ex-U.S. ETF · $6MiShares Semiconductor ETF · $42.6B

[…]3 years · per year[…] · $31,353+46.4%

[…]5 years · per year[…] · $30,376+24.9%

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

1.57%12-mo yield$157 · $28 on $10k0.28%

−17.2%Worst dropSmaller wins−31.2%

19.2%VolatilityLower wins47.8%

3–1IPAV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIPAV · SOXX

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

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

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	−3.1%	+49.8%	+46.5%	+46.4%	+24.9%	−31.2%	$42.6B
2	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk		0.55%	1.57%	+2.1%	+3.7%	+7.6%	new	new	−17.2%	$6M

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

IPAV vs SOXX

IPAV

Global X Infrastructure Development ex-U.S.

[…]

SOXX

iShares Semiconductor

$30,376

MeasureIPAVSOXX

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield1.57%0.28%

5 years, per year[…]+24.9%

3 years, per year[…]+46.4%

Worst drop · 1Y−17.2%−31.2%

Volatility · 1Y19.2%47.8%

3–1measures won
IPAV 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: IPAV, SOXX

Today

0.0%most shared, IPAV and SOXX

IPAVSOXX

IPAV—0.0%

SOXX0.0%—

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

Income After Fees on $10,000

$102most kept, IPAV

IPAV$157 − $55 = $102

SOXX$28 − $33 = −$5

KeptFee

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