IPAV vs VCLN

AIPAV

BVCLN

Measures won3–1IPAV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VCLN $9,760

Lowest cost0.35%SMH · $35 on $10k

Most income2.01%VCLN · $201 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[…] · $17,192+19.8%

[…]5 years · per year[…] · $9,760−0.5%

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

1.58%12-mo yield$158 · $201 on $10k2.01%

−17.2%Worst dropSmaller wins−30.8%

19.6%VolatilityLower wins30.7%

3–1IPAV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIPAV · VCLN

2.2%PRY.MI2.5%

0.5%STR.VI1.6%

0.4%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 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	BVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.01%	+2.4%	+3.8%	+1.9%	+19.8%	−0.5%	−30.8%	$5M
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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	BVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk	0.59%	2.01%	+2.4%	+3.8%	+1.9%	+19.8%	−0.5%	−30.8%	$5M
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.58%	+3.0%	+3.4%	+8.8%	new	new	−17.2%	$6M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

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

$9,760

MeasureIPAVVCLN

Fee0.55%0.59%

Cost on $10k a year$55$59

Yield1.58%2.01%

5 years, per year[…]−0.5%

3 years, per year[…]+19.8%

Worst drop · 1Y−17.2%−30.8%

Volatility · 1Y19.6%30.7%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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, DRAM

Today

3.1%most shared, SMH and DRAM

IPAVVCLNSMHDRAM

IPAV—3.0%0.0%0.0%

VCLN3.0%—0.0%0.0%

SMH0.0%0.0%—3.1%

DRAM0.0%0.0%3.1%—

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

Income After Fees on $10,000

$142most kept, VCLN

VCLN$201 − $59 = $142

IPAV$158 − $55 = $103

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

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