IVEP vs SMH5YIVEPIVEPAvsBSMHSMHDan IVES Wedbush AI Power & Infrastructure ETF · $14MVanEck Semiconductor ETF · $63.5BReturns · dividends in[…]3 years · per year[…] · $33,705+49.9%[…]5 years · per year[…] · $35,140+28.6%Cost and income0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $22 on $10k0.22%Risk · 1 year
Overlap: IVEP, SMH, SOXXToday70.4%most shared, SMH and SOXXIVEPSMHSOXXIVEP—1.6%4.2%SMH1.6%—70.4%SOXX4.2%70.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVEP vs SMH5YAIVEPDan IVES Wedbush AI Power & Infrastructure[…]vsSMHBVanEck Semiconductor$35,140MeasureIVEPSMHFee0.75%0.35%Cost on $10k a year$75$35Yield0.00%0.22%5 years, per year[…]+28.6%3 years, per year[…]+49.9%Worst drop · 1Y[…]−33.1%Volatility · 1Y[…]43.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMHVanEck Semiconductor ETFReadDesk0.35%0.22%−1.0%+39.3%+43.4%+49.9%+28.6%−33.1%$63.5B2SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$43.8B3AIVEPDan IVES Wedbush AI Power & Infrastructure ETFReadDesk0.75%0.00%−0.5%newnewnewnew[…]$14MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSMHVanEck Semiconductor ETFReadDesk0.35%0.22%−1.0%+39.3%+43.4%+49.9%+28.6%−33.1%$63.5B2SOXXiShares Semiconductor ETFReadDesk0.33%0.27%−0.3%+54.7%+58.0%+43.8%+23.2%−39.5%$43.8B3AIVEPDan IVES Wedbush AI Power & Infrastructure ETFReadDesk0.75%0.00%−0.5%newnewnewnew[…]$14MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IVEP, SMH, SOXXToday70.4%most shared, SMH and SOXXIVEPSMHSOXXIVEP—1.6%4.2%SMH1.6%—70.4%SOXX4.2%70.4%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y−$6most kept, SOXXSOXX$27 − $33 = −$6SMH$22 − $35 = −$13IVEP$0 − $75 = −$75KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee