IPAV vs VCLN

AIPAV

BVCLN

Measures won3–1IPAV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VCLN $9,708

Lowest cost0.35%SMH · $35 on $10k

Most income2.02%VCLN · $202 on $10k

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

Held in common3.0%IPAV and VCLN

IPAV

VCLN

Global X Infrastructure Development ex-U.S. ETF · $6MVirtus Duff & Phelps Clean Energy ETF · $5M

[…]3 years · per year[…] · $17,101+19.6%

[…]5 years · per year[…] · $9,708−0.6%

0.55%Expense ratio$55 · $59 on $10k · lower wins0.59%

1.59%12-mo yield$159 · $202 on $10k2.02%

−17.2%Worst dropSmaller wins−30.8%

19.5%VolatilityLower wins30.6%

3–1IPAV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPAV · VCLN

2.2%PRY.MI2.5%

0.4%STR.VI1.6%

0.3%MAIRE.MI2.5%

Held in common3.0%

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 Three

5Y3 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	BVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.02%	+1.8%	+3.2%	+1.3%	+19.6%	−0.6%	−30.8%	$5M
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.59%	+2.1%	+2.5%	+7.9%	new	new	−17.2%	$6M

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

All Three

5Y3 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	BVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.02%	+1.8%	+3.2%	+1.3%	+19.6%	−0.6%	−30.8%	$5M
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.59%	+2.1%	+2.5%	+7.9%	new	new	−17.2%	$6M

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

IPAV vs VCLN

IPAV

Global X Infrastructure Development ex-U.S.

[…]

VCLN

Virtus Duff & Phelps Clean Energy

$9,708

MeasureIPAVVCLN

Fee0.55%0.59%

Cost on $10k a year$55$59

Yield1.59%2.02%

5 years, per year[…]−0.6%

3 years, per year[…]+19.6%

Worst drop · 1Y−17.2%−30.8%

Volatility · 1Y19.5%30.6%

3–1measures won
IPAV first

3.0%

holdings shared

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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IPAV, VCLN, SMH

Today

3.0%most shared, IPAV and VCLN

IPAVVCLNSMH

IPAV—3.0%0.0%

VCLN3.0%—0.0%

SMH0.0%0.0%—

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

Income After Fees on $10,000

$143most kept, VCLN

VCLN$202 − $59 = $143

IPAV$159 − $55 = $104

SMH$23 − $35 = −$12

KeptFee

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