IPAV vs VYM

AIPAV

BVYM

Measures won0–4VYM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%IPAV and VYM

IPAV

VYM

Global X Infrastructure Development ex-U.S. ETF · $6MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

1.62%12-mo yield$162 · $230 on $10k2.30%

−17.2%Worst dropSmaller wins−6.7%

19.5%VolatilityLower wins10.6%

0–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIPAV · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	AIPAV	Global X Infrastructure Development ex-U.S. ETFRead Desk	0.55%	1.62%	−3.2%	+0.4%	+5.4%	new	new	−17.2%	$6M

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

Cards for this view

IPAV vs VYM

IPAV

Global X Infrastructure Development ex-U.S.

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureIPAVVYM

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield1.62%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−17.2%−6.7%

Volatility · 1Y19.5%10.6%

4–0measures won
VYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IPAV, VYM, SMH

Today

9.0%most shared, VYM and SMH

IPAVVYMSMH

IPAV—0.0%0.0%

VYM0.0%—9.0%

SMH0.0%9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

IPAV$162 − $55 = $107

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee